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Innhold levert av Karl Hoover. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Karl Hoover eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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S3 E3: Using First Party Data with Lone Beacon

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Manage episode 324834472 series 2817726
Innhold levert av Karl Hoover. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Karl Hoover eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry.

As financial professionals and advisors, we often want to attract the right type of clients. Lone Beacon is assisting advisors to expand their reach within their target markets. We’ll be discussing what Mike is seeing in the market, the value of first-party data, Lone Beacon’s relationship with FIG, and more on today’s show.

Lone Beacon:

https://www.lonebeacon.com/

TIMESTAMPS:

1:29 – Last show you binge-watched?

3:10 – Journey to lone beacon

4:28 – Working with lone beacon

5:45 – The efficiencies of direct mail

9:04 – Shared list and first-party data

10:51 – Challenges we are seeing

12:07 – Lone Beacon and FIG partnership

17:04 – Intelligence dashboard

21:48 – Everyone is moving to video

24:06 – Lead aggregation study

29:32 – The other 99%

33:31 – Getting to the next level

36:15 – Respectfully question everything

MORE INFORMATION:

https://advisordevelopmentshow.com/

  continue reading

47 episoder

Artwork
iconDel
 
Manage episode 324834472 series 2817726
Innhold levert av Karl Hoover. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Karl Hoover eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry.

As financial professionals and advisors, we often want to attract the right type of clients. Lone Beacon is assisting advisors to expand their reach within their target markets. We’ll be discussing what Mike is seeing in the market, the value of first-party data, Lone Beacon’s relationship with FIG, and more on today’s show.

Lone Beacon:

https://www.lonebeacon.com/

TIMESTAMPS:

1:29 – Last show you binge-watched?

3:10 – Journey to lone beacon

4:28 – Working with lone beacon

5:45 – The efficiencies of direct mail

9:04 – Shared list and first-party data

10:51 – Challenges we are seeing

12:07 – Lone Beacon and FIG partnership

17:04 – Intelligence dashboard

21:48 – Everyone is moving to video

24:06 – Lead aggregation study

29:32 – The other 99%

33:31 – Getting to the next level

36:15 – Respectfully question everything

MORE INFORMATION:

https://advisordevelopmentshow.com/

  continue reading

47 episoder

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