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S3 E3: Using First Party Data with Lone Beacon
Manage episode 324834472 series 2817726
Το περιεχόμενο παρέχεται από το Karl Hoover. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Karl Hoover ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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:
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:
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