Lone Beacon

Advertising ServicesMassachusetts, United States11-50 Employees

Simplicity Lone Beacon is the only full-service sales and marketing organization in America dedicated to the Financial Advisory vertical and works 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, allowing 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 due to Simplicity Lone Beacon’s efforts.

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