A Full-Service Marketing Company For The Financial Industry.

Lone Beacon connects a generation of people who need financial help to the institutions, manufacturers, and advisories that can help them.

A Full-Service Marketing Company For The Financial Industry

Full-Service Marketing Company

Lone Beacon connects a generation of people who need financial help to the institutions, manufacturers, and advisories that can help them.

Financial Advisor Marketing

At Lone Beacon we offer solutions and execute the things that drive success.

OUR SERVICES

Financial Advisor Marketing

At Lone Beacon we offer solutions and execute the things that drive success.

OUR SERVICES

OUR MOST
PRECIOUS ASSETS

Equal parts brains and brawn…with a sprinkle of attitude.

MEET THE LONE BEACON TEAM

THE CORE FOUR

Lone Beacon believes in a tight playbook. This allows us to EXECUTE things we offer in world class fashion & CONNECT them all to deliver results that set a new bar in the world of financial marketing.

Websites For Financial Advisors

Websites That Work

Your website is as important as your office – it’s your virtual storefront and often the first point of contact. Make your first impression count with an aesthetically pleasing and ergonomic design that works for both mobile and desktop. A good website is a successful lead capture mechanism that gathers analytics and pushes visitors down the funnel.

Lead Generation For Financial Advisors

Lead Generation

We gather “first party data” from people who have already shown interest in your brand on one of many platforms. We continue to market to this first party database through Google and Facebook Ad campaigns. Our experienced digital team understands the technical aspects of digital media buying, as well as the media consumption habits of the high-net-worth consumer.

Marketing For Financial Advisors

Marketing Automation

We also continue to nurture first party data with consistent and engaging email marketing. Automated email workflows are designed to catch prospects when they have you top of mind and to push them along the path to converting. We manage marketing lists and delivery rates, as well as create and deploy special eblasts to boost engagement.

Branding For Financial Advisors

Practice Management

We want to make sure you have strategies in place to maximize prospects and clients. This can be difficult with a limited amount of staff and time, so we find efficient, scalable ways to monetize leads. We start with focusing on two or three items and creating a plan of execution.

THE CORE FOUR

Lone Beacon believes in a tight playbook. This allows us to EXECUTE things we offer in world class fashion & CONNECT them all to deliver results that set a new bar in the world of financial marketing.

WEBSITES THAT WORK

Content rich. Built to capture leads.

Websites That Work

Your website is as important as your office – it’s your virtual storefront and often the first point of contact. Make your first impression count with an aesthetically pleasing and ergonomic design that works for both mobile and desktop. A good website is a successful lead capture mechanism that gathers analytics and pushes visitors down the funnel.

LEAD GENERATION

Create your own dynamic lead database.

Lead Generation

We gather “first party data” from people who have already shown interest in your brand on one of many platforms. We continue to market to this first party database through Google and Facebook Ad campaigns. Our experienced digital team understands the technical aspects of digital media buying, as well as the media consumption habits of the high-net-worth consumer.

MARKETING AUTOMATION

Magnetic email nurturing. Intelligent scoring.

Marketing Automation

We also continue to nurture first party data with consistent and engaging email marketing. Automated email workflows are designed to catch prospects when they have you top of mind and to push them along the path to converting. We manage marketing lists and delivery rates, as well as create and deploy special eblasts to boost engagement.

PRACTICE MANAGEMENT

Plan better. Close more.

Practice Management

We want to make sure you have strategies in place to maximize prospects and clients. This can be difficult with a limited amount of staff and time, so we find efficient, scalable ways to monetize leads. We start with focusing on two or three items and creating a plan of execution.

News and Blogs

Financial advisors have been doing their best to build in-house marketing departments to service their needs. Building a marketing “agency” is hard work, and it takes time. Finding and training marketing pros who understand the nuances of the financial industry, lead generation, and the rigors of competing in a digital age is a tall task.

In 2013, Lone Beacon assembled a team of marketing pros that understood the financial vertical, the fifty-plus demographic, direct response, and our digital landscape. Since that time our entire team has had one, focused purpose: Help financial advisors stand out from competitors and find, track, and close high-net-worth investors.

To help you better understand your marketing needs or assess your current strategies, we post weekly blogs. We hope you find these blogs helpful, and if you would like to take it a step further to see how Lone Beacon can be of assistance to you and your firm, click HERE to talk with us today!