Lone Beacon is the only full-service sales and marketing organization in America dedicated to the Financial Advisory vertical, and work within every phase of the customer journey, which allows us to better analyze, learn, and execute based on reams of data. Our services include Website Development and associated Content, Digital Marketing, Email Marketing Automation, Data Mining,  and Practice Management.

Our data scientists have developed proprietary lead scoring algorithms  that allow us to be hundreds of times “more predictive” in regard to an individual needing financial advice. Lone Beacon engineers are the creators of “The Eye” dashboard which allows advisories and institutions to see thousands of data points within their marketing ecosystem.

There are clients in every corner of the country and all points in-between who have dramatically transformed their production and Assets Under Management as a result of Lone Beacon’s efforts.

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Greg Dinetz

Mike Schaffman

Kirby Mack

John Capuano

The Client Relationship Management team at Lone Beacon focuses on fostering and maintaining strong connections with financial advisory clients. They ensure client satisfaction by addressing inquiries, managing communications, and tailoring Lone Beacon’s services to meet each client's unique needs. This team plays a pivotal role in analyzing client feedback and data to improve customer experiences and enhance overall client engagement.

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