S1 E11: Building a Financial Machine with the Help of Lone Beacon


Manage episode 301394358 series 2817726
By Karl Hoover. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The financial industry, like the rest of business, has evolved with the rise of digital media and stronger data. Today we explore this shift with John of Lone Beacon. This partner of FIG has been building a company that connect investors with advisories that can truly help them. They have an elite grasp of buying behavior, media habits, and appetite for content, and that’s why they work with most elite institutions across the country. Join us as we learn more about their processes, their results, and the trends that happening now.

About our guest: https://www.lonebeacon.com/who-we-are/

Key Points:

1:26 – Welcome in John

2:51 – Favorite thing about Boston

3:48 – Favorite Red Sox player

4:45 – The year Boston broke the World Series curse

6:33 – How he got into the business

10:57 – Scope of services they offer

14:44 – Nurturing your prospect list

20:38 – Why branding is critical

25:58 – Strengths Weaknesses Opportunities Threats (SWOT)

32:26 – Website as the central hub

38:44 – Better customer analytics

46:00 – Marketing automation

50:18 – Trends in financial services marketing

53:00 – Partnership with FIG

Contact Karl:




33 episodes