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