THE SERVICES

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, including content, digital, and broadcast marketing, tailored to your needs and market opportunities to help you attract and close more leads, faster. We dedicate our skills to one unified purpose: Help independent financial advisors attract and close prospects.

DATA AGGREGATION
DATA AGGREGATION
DATA AGGREGATION

DATA AGGREGATION

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
SALES INFRASTRUCTURE
SALES INFRASTRUCTURE
SALES INFRASTRUCTURE

SALES INFRASTRUCTURE

Our scope of work varies from client to client, based on their specific needs and resources. Even though we only work with Independent Financial Advisories, we’ve learned that there are as many similarities as there are differences, and we advise accordingly. That’s where are sales infrastructure team steps in.

Prospects and clients are precious commodities so we want to make sure that you have strategies and systems in place to maximize on each one. We realize that you don’t have an unlimited staff to assist here, so we’ll work together to find efficient, scalable ways to generate the most revenue out of every opportunity.

SWOT

We will be introspective/strategic about your business, and identify where you fit–in to your market from a competitive standpoint from the inside out. After capturing your brand essence, we’ll dig deep into your place in the market and explore all opportunities and obstacles. Once we find your strategic advantage, we’ll choose the best path for you.

  • What unique STRENGTHS do you have?
  • What are the WEAKNESSES that are holding you back?
  • What OPPORTUNITIES do you see that could grow revenue?
  • What are the THREATS that exist in the playing field that could derail your growth?

CREATE BENCHMARKS

Before we can track your progress we will learn what your current metrics are and build from there.

  • How many new clients to you meet with per week?
  • How many existing clients do you meet with per week?
  • What are the average available assets of your prospects and clients?
  • What is the barrier of entry to become a client?
  • What is your average percent of wallet share?
  • What is your monthly and annual new revenue?

CHART GOALS

Once true benchmarks are known we can establish criteria for your Key Performance Indicators (KPI’s).

  • Create plan to incrementally grow each of the above benchmarks<
  • Monitor goals and processes on consistent basis
  • Maintain accurate records of KPIs

SALES STRATEGY

Apply SWOT elements with the KPIs and build a game plan.

  • Maintain sales KPI benchmarks
  • Communicate your consistent message internally and externally
  • Identify and plan for new marketing partnerships
  • Identify sectors of business that could be more fruitful
  • Identify your competition and create an appropriate competitive plan
SOCIAL MEDIA MARKETING
SOCIAL MEDIA MARKETING
SOCIAL MEDIA MARKETING

SOCIAL MEDIA MARKETING

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
DATABASE MARKETING
DATABASE MARKETING
DATABASE MARKETING

DATABASE MARKETING

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
PAID SEARCH
PAID SEARCH
PAID SEARCH

PAID SEARCH

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
CONTENT MARKETING
CONTENT MARKETING
CONTENT MARKETING

CONTENT MARKETING

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
WEBSITE
WEBSITE
WEBSITE

WEBSITE

Effective design is equal parts form and function. While creating an aesthetically pleasing website is important, our goal ultimately is to make your digital platform an effective lead capture mechanism. Effective design will further establish a basis of trust with your current clients and prospects. We understand the value of staying relevant and the importance of studying changes and the trends of modern technology. As a result, we have the ability to establish relationships with target consumers with our cutting edge digital design strategies and create customized mobile-responsive marketing websites for the independent advisor.

Ergonomics

Uncomplicated navigation, readable font, clean organization and quickly digestible content.

Mobile Friendly

Your website is your storefront and your target audience, especially high-net-worth individuals, are always researching you on the go.

Lead Capture

Gathered analytics, used in combination with incentives and CTAs triple your chances of leads.

Highest Resolution

Improve your online presence with visually stunning, high resolution imagery designed for your brands custom look and feel.

At Lone Beacon, we’ve spent our careers helping big national brands develop strategies to activate campaigns locally. Today, we’re helping independent financial advisors leverage technology to capitalize on the tremendous opportunity that exists online, putting your message in the hands of the people you want, delivered in the way only you can, and give you the resources to close those leads.

BROADCAST
BROADCAST
BROADCAST

BROADCAST

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
BRANDING
BRANDING
BRANDING

BRANDING

We help our independent financial advisors generate leads and close businesses in many ways, and branding is a fundamental piece of the puzzle. Every financial advisor has a unique set of factors, such as different needs and capabilities, competition, regional market, and company position. Branding that considers these factors can positively impact your market presence and marketing activity ROI.

In the world of financial services industry today, financial advisors recommend and sell similar, if not the same, products. Consumers also have access to almost as much information as a financial advisor, like you, has. In many ways, what separates you from your competitor today is your brand: who you are strongly influences your prospects and leads as much as, if not more, than what services you provide.

Before you can compete at the highest level in the world of direct response and lead generation, it’s essential to uncover your Brand Essence. This should be simple, memorable, and at the epicenter of everything you do. It’s what you’re known for.

  • EssenceWhat do you stand for?

  • PerceptionWhat are you known for?

  • IntangibleDo they align? Are they irrefutable?

  • AdvantagesDo your competitors say the same thing about themselves?

Being able to feel secure in your answers to these questions is just the start to maximizing your branded marketing potential, but it’s a significant step. The reality is that most of your competitors don’t have a clear-cut Brand Essence. It’s a process to develop and a discipline to cultivate.

We’ll challenge ourselves to develop your airtight, unique, battle-tested brand. With your brand as a foundation to separate you from your competitors, we will take it to the next level and help you maximize its potential, whether it be as a valuable part of your website, inbound email marketing, social media advertising, or marketing collaterals. Your brand essence will be communicated in everything you do.

DATA AGGREGATION
DATA AGGREGATION

DATA AGGREGATION

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
SALES INFRASTRUCTURE
SALES INFRASTRUCTURE

SALES INFRASTRUCTURE

Our scope of work varies from client to client, based on their specific needs and resources. Even though we only work with Independent Financial Advisories, we’ve learned that there are as many similarities as there are differences, and we advise accordingly. That’s where are sales infrastructure team steps in.

Prospects and clients are precious commodities so we want to make sure that you have strategies and systems in place to maximize on each one. We realize that you don’t have an unlimited staff to assist here, so we’ll work together to find efficient, scalable ways to generate the most revenue out of every opportunity.

SWOT

We will be introspective/strategic about your business, and identify where you fit–in to your market from a competitive standpoint from the inside out. After capturing your brand essence, we’ll dig deep into your place in the market and explore all opportunities and obstacles. Once we find your strategic advantage, we’ll choose the best path for you.

  • What unique STRENGTHS do you have?
  • What are the WEAKNESSES that are holding you back?
  • What OPPORTUNITIES do you see that could grow revenue?
  • What are the THREATS that exist in the playing field that could derail your growth?

CREATE BENCHMARKS

Before we can track your progress we will learn what your current metrics are and build from there.

  • How many new clients to you meet with per week?
  • How many existing clients do you meet with per week?
  • What are the average available assets of your prospects and clients?
  • What is the barrier of entry to become a client?
  • What is your average percent of wallet share?
  • What is your monthly and annual new revenue?

CHART GOALS

Once true benchmarks are known we can establish criteria for your Key Performance Indicators (KPI’s).

  • Create plan to incrementally grow each of the above benchmarks<
  • Monitor goals and processes on consistent basis
  • Maintain accurate records of KPIs

SALES STRATEGY

Apply SWOT elements with the KPIs and build a game plan.

  • Maintain sales KPI benchmarks
  • Communicate your consistent message internally and externally
  • Identify and plan for new marketing partnerships
  • Identify sectors of business that could be more fruitful
  • Identify your competition and create an appropriate competitive plan
SOCIAL MEDIA MARKETING
SOCIAL MEDIA MARKETING

SOCIAL MEDIA MARKETING

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
DATABASE MARKETING
DATABASE MARKETING

DATABASE MARKETING

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
PAID SEARCH
PAID SEARCH

PAID SEARCH

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
CONTENT MARKETING
CONTENT MARKETING

CONTENT MARKETING

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
WEBSITE
WEBSITE

WEBSITE

Effective design is equal parts form and function. While creating an aesthetically pleasing website is important, our goal ultimately is to make your digital platform an effective lead capture mechanism. Effective design will further establish a basis of trust with your current clients and prospects. We understand the value of staying relevant and the importance of studying changes and the trends of modern technology. As a result, we have the ability to establish relationships with target consumers with our cutting edge digital design strategies and create customized mobile-responsive marketing websites for the independent advisor.

Ergonomics

Uncomplicated navigation, readable font, clean organization and quickly digestible content.

Mobile Friendly

Your website is your storefront and your target audience, especially high-net-worth individuals, are always researching you on the go.

Lead Capture

Gathered analytics, used in combination with incentives and CTAs triple your chances of leads.

Highest Resolution

Improve your online presence with visually stunning, high resolution imagery designed for your brands custom look and feel.

At Lone Beacon, we’ve spent our careers helping big national brands develop strategies to activate campaigns locally. Today, we’re helping independent financial advisors leverage technology to capitalize on the tremendous opportunity that exists online, putting your message in the hands of the people you want, delivered in the way only you can, and give you the resources to close those leads.

BROADCAST
BROADCAST

BROADCAST

Lorem ipsum dolor sit amet, vim integre necessitatibus an, te adhuc conceptam ius. Postea omnium pri in, nec dolor iuvaret officiis ad, ius veri idque eu. Mel in quis meis volumus, pri et hinc tollit nonumy. Per dicat suavitate disputationi in, eu pri dicat omnesque. Oblique diceret ut his, vim cu periculis intellegat, ea vix periculis concludaturque. In veri prompta temporibus per. Vel ad iuvaret volumus. Mea fabulas adolescens theophrastus ad. Mel ad elit facete abhorreant, no autem nulla atomorum eam. Tota primis pericula vim ut, illum convenire est te, eu quo quidam conceptam intellegat. Cu mel quod equidem consequat, laboramus reformidans vix ne, mollis verear virtute his ei. Dicam dicant vituperata nec at. Eum id oblique habemus tractatos, nec adversarium dissentiunt neglegentur cu, ad augue mediocrem expetenda est. Sonet dolor definiebas ne duo, vel perfecto persecuti appellantur in. Alii hendrerit constituto id vix. Id vitae mentitum instructior eos, mea oblique maluisset adolescens ei. Veniam alienum ea est, te sed dolore inermis admodum, quando voluptaria cum no. Stet noluisse inciderint no sea. Nec mucius accusata petentium ex, tacimates mediocrem disputando cum ne. Iriure fastidii pri ea. An velit assentior cum, his sale epicuri ei. Has congue oratio eirmod ne, sit et esse quaestio. Mea tantas molestie corrumpit id, ex minim perfecto vel, an has soluta prodesset.
BRANDING
BRANDING

BRANDING

We help our independent financial advisors generate leads and close businesses in many ways, and branding is a fundamental piece of the puzzle. Every financial advisor has a unique set of factors, such as different needs and capabilities, competition, regional market, and company position. Branding that considers these factors can positively impact your market presence and marketing activity ROI.

In the world of financial services industry today, financial advisors recommend and sell similar, if not the same, products. Consumers also have access to almost as much information as a financial advisor, like you, has. In many ways, what separates you from your competitor today is your brand: who you are strongly influences your prospects and leads as much as, if not more, than what services you provide.

Before you can compete at the highest level in the world of direct response and lead generation, it’s essential to uncover your Brand Essence. This should be simple, memorable, and at the epicenter of everything you do. It’s what you’re known for.

  • EssenceWhat do you stand for?

  • PerceptionWhat are you known for?

  • IntangibleDo they align? Are they irrefutable?

  • AdvantagesDo your competitors say the same thing about themselves?

Being able to feel secure in your answers to these questions is just the start to maximizing your branded marketing potential, but it’s a significant step. The reality is that most of your competitors don’t have a clear-cut Brand Essence. It’s a process to develop and a discipline to cultivate.

We’ll challenge ourselves to develop your airtight, unique, battle-tested brand. With your brand as a foundation to separate you from your competitors, we will take it to the next level and help you maximize its potential, whether it be as a valuable part of your website, inbound email marketing, social media advertising, or marketing collaterals. Your brand essence will be communicated in everything you do.