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A Full-Service Sales & Marketing Company For Financial Advisors

Lone Beacon Leads Sales & Marketing For Independent Financial Advisors

What We Do

Lone Beacon is a full-service marketing partner designed specifically for independent financial advisors. Our mission is to bridge the gap between baby boomers in need of financial advisors and our stellar clients. We provide fully customized solutions, ranging from content, digital, and broadcast marketing, tailored to your needs and market opportunities to help you attract and close more leads, faster.

Purposeful, compliant, and tailor-made marketing is hard to come by as an independent financial advisor. Lone Beacon recognized the need, assembled a team of successful sales and marketing pros, and asked them to dedicate their skills to one unified purpose: Help the independent financial advisor attract and close prospects.

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Thursday, July 2, 2020Thursday, July 2, 2020

Case Study: Driving Engagement and Increasing Sales by 1,000%

Lone Beacon partnered with Act-On to drive engagement and increase sales by 1000%. Read the full article on Act-On’s site here. MADRONA FINANCIAL SERVICES INCREASES SALES BY 1,000% Pain Points Difficulty establishing brand awareness and differentiating in a competitive market Struggling to promote investment services to persona-based target audiences Segmenting outreach for targeted lead nurturing Lack of engagement insights to build a new website and tailor customer experiences Executive Summary Madrona Financial Services is a full-service financial advisory firm. Since Madrona began using Act-On’s growth marketing platform to plan, create, execute, and optimize their marketing efforts, [...]

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Here’s What Our Clients Say

“Lone Beacon goes well beyond anything I’ve ever encountered at a typical FMO or any other marketing company. They are true marketing experts who back everything up with real strategy that produces real results. With their digital database marketing, I’m always open for business regardless of the time or day of the week. The other weekend we took in $7 Million Dollars of Qualified Leads with their digital campaign while I was enjoying time with my family.”

Brian Evans, CPA, PFS
Founder and CEO

“In the first 4 days our new site has generated 52 leads, 23 of them are of high net worth and 8 have requested free reviews. I’ve worked with The Lone Beacon team to rebuild three websites and they’ve been incredibly impressive. Their understanding of the digital space, design and website construction as well as SEO and SEM has already rewarded us with great dividends. I highly recommend them.”

Jason Wolfe
Chief Media & Marketing Strategist

“The support we get from the Lone Beacon staff is tremendous. Since partnering with them, their media and marketing know-how has helped us to continue to grow our business every year.”

Derek Gregoire
Founding Partner

“Lone Beacon has become an invaluable partner to us. Their relentless pursuit to improve results coupled with their deep understanding of the rapidly changing media landscape has helped our efforts tremendously.”

Oliver Pursche
CEO of Bruderman Brothers, LLC & Bruderman Asset Management

“Lone Beacon has brought increased professionalism, organization and congruency with our digital marketing efforts.”

Clayton Alexander
Director of Operations