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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Marketing

Lone Beacon

Greg Dinetz

Mike Schaffman

Kirby Mack

John Capuano

The Leadership Team at Lone Beacon comprises visionaries and executives who steer the company towards achieving its mission of revolutionizing the Financial Advisory vertical. They set strategic goals, oversee key operations across all phases of the customer journey, and guide departments such as Digital Media, Sales & Marketing, and Data Science to ensure seamless delivery of transformative services and innovative solutions like “The Eye” dashboard.

Leadership Team

Marketing Team

Client Relationship Management

Leadership Team

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Marketing Team

Client Relationship Management