Digital Marketing for Financial Advisors | Lone Beacon Media

Digital Marketing

The first place people go when researching financial decisions is the web, especially among the higher-net-worth consumers. Your website is an extension of your firm and everything that it embodies. Moreover, it’s an opportunity to convert casual visitors into clients. That’s why we believe that it requires a conscious strategy to make your site “sticky” from a lead capture standpoint.

Step-one is getting a qualified prospect to your site, and step two is engaging them once they arrive. There are many moving parts to this equation and a missing link in the chain could be the difference between success and failure. We’ll use the data that your website analytics already tells us as a base point and build from there. It takes an understanding of the online behavior of the high-net-worth consumer, the financial industry itself, the nature of Direct Response, and then applying it all into strategic digital initiatives.

Finally, and most importantly, it requires plenty of nurturing and adjusting on an ongoing basis. It’s crucial to know that your website, and connecting with people on a digital platform is what will separate you from the competition and grow your revenue.

Search Engine Optimization/SEO

Online search engines, like Google and Bing, are similar to enormous librarians…you tell them what you’re looking for and they’ll give you recommendations based on your inquiry. They scour the world wide web to make sure that they are giving you the best and most appropriate information. The sites with more relevant content, and who are well SEO-optimized will be recognized before sites that are not.

We can help “the eyes” of online search engines see your site, and ultimately “recommend” it to web-searchers. Financial advisors miss out on so much potential by failing to address poor online visibility. If your website does not appear when qualified leads are searching for advisors and their services, you lose the opportunity to offer yours locally. The solution is Search Engine Optimization, which improves your website’s search engine result ranking and ensures your business appears on local business directory listings.


One of the best and most deliberate ways to connect with people searching for financial services online is via pay-per-click. Pay-per-click is a cost-effective and transparent way to identify qualified leads who are actively “in-market” for financial services and bring them to your site or landing page. Every day thousands of people in every market search the web for financial help…and an effective PPC campaign can connect them to you.

We know how to make your PPC ad stand out among the competition, and how to engage them once we deliver them to your site. Our proprietary pay-per-click system never stops analyzing our campaigns and learning from the exponential amount of data that we’re able to capture as a result. There are a lot of firms that can offer PPC, but none that combine the understanding of the fifty-plus consumer, the principles of Direct Response, and the focus and sensibility of the financial services industry.

Today there are 82 million Baby Boomers aged 51 to 69 years old
Studies show 87% use search engines and 81% research retirement online
They spend 27 hours per week online – 2 hours more than millennials

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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