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.
Our team comes from the world of sales, broadcasting, management, digital marketing, design, and financial services. Beyond that we all share a curiosity for the consumer behavior of the baby boomer. The advice that we give you comes from a 360-degree standpoint. We built our successes designing and activating business infrastructures, so we won’t leave any stone unturned in regard to the sales distribution channel.
Lone Beacon Address
667 Boylston Street, 5th Floor Boston, MA United States