About Lone Beacon | Lead Generating, Sales & Marketing for Independent Financial Advisors

About Lone Beacon

Lead Generating, Sales, Marketing & Management for the Independent Financial Advisor

Finally, there is a true sales marketing company dedicated to the independent financial advisor. The best in sales, marketing, products, and support.

Until now independent financial advisors have had three choices for marketing help:

1) Advice from a Broker Dealer or IMO/FMO

2) Campaigns via a “general” marketing/advertising agency, or

3) Become “do-it-yourselfers”.

The problem with these choices: Broker Dealers and FMOs are financial professionals not advertising professionals, “general” marketing agencies don’t understand the nuances of the independent financial advisory industry much less the compliance, and most independent financial advisors don’t have the background or time to become “do-it-yourselfers”.

In as much as we know the importance of real sales and marketing support, we can offer our clients all of the products and back-end services for a full suite of Life and Annuity carriers through our exclusive partnership with Advisors Resource. This partnership offers advisors easy, affordable access to marketing support, and the focused services of one of the nation’s leading product providers. Our advisors can enjoy truly focused support on all sides of their practices.

Press Room

As a sales and marketing firm dedicated to serving the independent advisory industry, Lone Beacon’s expertise in the field is widely recognized by major financial publications.

Our Markets


Clients

Press Room

As a sales and marketing firm dedicated to serving the independent advisory industry, Lone Beacon’s expertise in the field is widely recognized by major financial publications.

Our Markets


Clients 2

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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