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.

Advertising

Marketing

Lone Beacon

Greg Dinetz

Mike Schaffman

Kirby Mack

John Capuano

The Marketing Team at Lone Beacon is responsible for strategizing, executing, and optimizing comprehensive marketing campaigns tailored to the Financial Advisory vertical. This includes developing and managing digital marketing initiatives, creating and automating email marketing campaigns, producing engaging content, and leveraging data mining and proprietary lead scoring algorithms to enhance campaign predictiveness. The team collaborates closely to ensure the seamless integration of services and the effective utilization of "The Eye" dashboard to drive client success and growth.

Marketing Team

Client Relationship Management

Leadership Team

Marketing Team

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Client Relationship Management

Leadership Team