Media Management | All in One Marketing for the Independent Financial Advisor

Media Management

We Learn

In order for you to compete at your best, we need to know a lot about your advisory. We take a 360-degree approach in determining your strengths, weaknesses, opportunities and threats. We'll also study those of your competitors. This includes current position in the market, your resources, team, etc.

We Negotiate

Our attitude toward negotiating can be summed up in one word: Teamwork. We’ll get the absolute most for your investment, but it will be through building a collaborative partnership. The foundation begins during the negotiation period where we find who wants to work harder for you.

We Nurture

Even the best-executed plans need to be monitored and adjusted. We keep close tabs on your entire campaign and make adjustments swiftly when we have to. That said, we also have the will to stay the course in the face of natural, and sometimes inexplicable, ebbs and flows of business.

We Reccommend

Here’s where we’ll spotlight your Brand Essence because it will be the foundation of everything else that you do. Based on what we learn we’ll make suggestions on what’s the most realistic and effective way to compete in your marketplace. This will be a collaborative process where we all come up with an ironclad plan.

We Cast The Net

We’ll work with you to identify the most strategic media choices, budget, geographic reach, etc. and communicate it to the marketplace. This is an important process because it gives us the opportunity to seek out like-minded partners who want to work hard to earn for your business.

We Implement

Once we’ve secured your partners, our focus turns to two things: Execution and communication. We make sure that we establish accountability metrics for everyone involved and manage the process. Also, since a lot of our clients will be running campaigns for the first time, we’ll make sure that you have a clear view of the timeline and all elements.

Here's What Our Clients Say

 

“Lone Beacon Media’s insight in regard to digital media marketing within the Financial Planning industry has been exactly what we needed to find success in our digital media marketing endeavors.”

Clayton Alexander
Director of Operations, New Millennium Group
Salt Lake City, UT

 

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Here's What Our Clients Say

 

“Lone Beacon Media’s insight in regard to digital media marketing within the Financial Planning industry has been exactly what we needed to find success in our digital media marketing endeavors.”

Clayton Alexander
Director of Operations, New Millennium Group
Salt Lake City, UT

 

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Next >>
Lone Beacon Media