About Lone Beacon Media | Lead Generating Company for Independent Advisors

Our Approach


Customized Plans

You're unique and so are your clients. Your marketing plan should be unique too. We live in a “follow the leader” world and while we can learn a lot from the success of our peers, there's no substitute for a custom fit. We leave off-the-rack plans to others. We'd rather dig in to figure out what works best for your firm.

A tailored fit takes time and we've learned that when it comes to business, the best shortcut is the one not taken. We'll spend a lot of time with you, and a lot more time behind the scenes, to be absolutely certain that the plan we offer you is uniquely yours. We also know that while the core strategies will stay on track, our adjustments and optimization will never stop.

The Big Picture

LBM is NOT an advertising agency. The guidance that we offer is only as good as the results that it delivers to your bottom-line. We have a saying that, ``When we push the first domino over we want to be certain where the last one falls.`` This means that the strategies and campaigns that we offer you will only work if all elements with our firm, and your firm are on point.

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. Moreover, our worth is as good as the service and results that we offer you. We want our clients to look at us more like ``mini`` COOs rather than marketing people.

Accountability

We determine the metrics for success quickly. We'll have honest conversations with you about the potential that exists based on your firm, your budgets, your competitors and your market. Once we agree on them, we go to work.

We'll challenge our media partners like they've never been challenged, and make sure that everyone that we come in contact with is truly vested in your success. We also find that by surrounding ourselves with the right partners, we’ll be exposed to new and better ways to meet your goals. In short, the success metrics that we jointly create are shared by all, and managed by us.

Press Room

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

Our Markets


Clients 2

Here's What Our Clients Say

 

“Lone Beacon Media’s 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

 

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