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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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Friday, September 13, 2019Friday, September 13, 2019

Our “Birthday” Campaign

In our quest to bring down the cost of leads and make full use of our high-quality content, we decided to run Facebook campaigns targeting high net worth individuals turning an age significant to financial advisors – 59 ½. The idea was simple: At 59 ½, anyone with a 401(k), IRA, or other qualified retirement account, can start taking withdrawals without incurring a penalty. This is the age at which a large chunk of peoples’ wealth is freed up, and at which they should start thinking about how to turn their savings into retirement income. We [...]

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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