Helping You Generate The Most Out Of Every Opportunity


Lone Beacon 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 our 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 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 - Strengths, Weakness, Opportunities, Threats

SWOT (Strengths, Weakness, Opportunities, Threats)

We will be introspective/strategic about your business, and identify where you fit into your market from a competitive standpoint. 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.

Financial Advisor Benchmarks


Creating benchmarks is key to holding yourself and us accountable. With this information, we can identify gaps in the current processes to achieve a competitive advantage. We will learn what your current metrics are, build from there, and begin to track your progress.

Financial Advisor Chart Goals


Once true benchmarks are known, we can establish criteria for your Key Performance Indicators (KPI’s). We will start by creating a plan to grow each benchmark incrementally. Then we monitor goals and processes consistently and maintain accurate records of KPIs.
Financial Advisor Sales Strategy


We’ll build you a custom game plan by applying SWOT elements with the KPIs. With this game plan, we aim to maintain sales KPI benchmarks. We will give you the tools to communicate your consistent message internally and externally. We also identify and plan for new marketing partnerships and sectors of business that could be more fruitful.