Lone Beacon

Lone Beacon Management is a full-service sales & marketing company dedicated to the independent financial advisor, helping to generating leads and close business. We help generate traffic, reputation, and leads and improve your ROI. Now...Why Us? Previous options for financial advisor marketing left something to be desired, and that's where Lone Beacon steps in. Broker dealers and IMO/FMO are financial professionals with limited marketing best practicesGeneral marketing & advertising agencies struggle with compliance, and have no understanding of the intricacies of the financial industry or baby boomer population behaviorIn-house marketing diverts your time away from facing clients, and is difficult to scale. Lone Beacon, as a marketing and sales organization dedicated to the financial advisory industry, can combine expertise with the baby boomer population, financial industry, and marketing to provide you with the best ROI.