Lone Beacon | Sales Infrastructure & Strategies for Independent Advisors

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.

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.


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

Here's What Our Clients Say

“Lone Beacon 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

August 3, 2015

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