Marketing, Sales, and Practice Management for
the Independent Financial Advisor.

Purposeful, compliant, and tailor-made marketing is hard to come by as an independent financial advisor. Lone Beacon recognized the need, assembled a team of successful sales and marketing pros, and asked them to dedicate their skills to one unified purpose: help the independent financial advisor attract and close prospects.

Our team comes from the world of sales, broadcasting, management, digital marketing, design, and financial services. Beyond that we all share a curiosity for the consumer behavior of the baby boomer. The advice that we give you comes from a 360-degree standpoint. We built our successes designing and activating business infrastructures, so we won’t leave any stone unturned in regard to the sales distribution channel.

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For our thoughts on the latest industry trends and strategic ways to help grow your business, check out our blog!

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THE CHANGING COMPETITIVE LANDSCAPE

THE CHANGING COMPETITIVE LANDSCAPE

There Has Never Been More Demand

When today’s retirees entered the workforce, there were 55 million Americans over fifty. Today there are 111 million and there are expected to be 140 million by 2035. This age group controls more than 75% of the nation’s wealth. There has never been more people, or investable assets to compete for.

The Massive Opportunity That Exists Today

The market for people who need help investing and retiring is exploding with more dollars to compete for than ever before. There are also increasingly fewer financial advisors to service that growing demand. Americans over fifty are the largest and fastest growing demographic online, spending two more hours in the web than millennials each week. They’re brand conscious, but not brand loyal: They’ll move their assets for better value.

There Have Never Been Fewer Competing For It

There were 325 thousand financial advisors in 2008. Compare that total to 285 thousand in 2014. The industry could have 200 thousand fewer advisors by 2022 and it’s likely that 100 thousand of those will retire in the next decade. Fewer advisors have succession plans and are content with the status quo leaving the playing field open for the right firms.

Who Tomorrow’s Winners Will Be

We’re helping independent advisors adapt to this changing landscape by recognizing and capturing the potential in front of them. We’ll help you understand the behavior and lifestyle of the newest retirees, how to build a modern sales infrastructure and compete on a local level using radio, events, and the latest digital and CRM technologies. Better still, we can coordinate all of the above for you to dramatically improve your results.

The Lone Beacon Guide To Sales & Marketing

Lone Beacon Management Guide To Sales And Marketing

The last thirty years has brought exponential change in the way retirees see themselves and the world around them. Today’s retirees look, act, process information and live differently than their parents did. Most independent financial advisors are too busy running their business to put the appropriate amount of effort into an effective sales and marketing platform for their firms. We created the “Lone Beacon Guide to Sales & Marketing” to help advisors recognize and plan for a successful approach to acquiring prospects, nurturing them and turning them into valued clients. Our guide won’t give you all of the answers for quantum growth, but it will help you know how to get started.

Click To Request Your Free Guide To Sales & Marketing!

Services

Everything we recommend for your independent advisory is tethered to one primary objective: PRODUCE REVENUE. Whether it’s more clearly articulating your unique selling points, reaching a larger audience, improving your level of engagement or converting more leads to appointments, it’s all about closing larger cases at a higher percentage.

Digital

Your future clients are online. Digital strategies allow you to identify and convert them.

Branding

If your brand encapsulates your firm’s competitive edge, it is your most marketable asset.

Broadcasting

We produce world-class content and place it on the most appropriate and efficient stations.

Direct Response

Content that attracts and engages with your target audience produces the most qualified leads.

Services

Everything we recommend for your independent advisory is tethered to one primary objective: PRODUCE REVENUE. Whether it’s more clearly articulating your unique selling points, reaching a larger audience, improving your level of engagement or converting more leads to appointments, it’s all about closing larger cases at a higher percentage.

Digital

Your future clients are online. Digital strategies allow you to identify and convert them.

Branding

If your brand encapsulates your firm’s competitive edge, it is your most marketable asset.

Broadcasting

We produce world-class content and place it on the most appropriate and efficient stations.

Direct Response

Content that attracts and engages with your target audience produces the most qualified leads.

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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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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Lone Beacon Media