Software Powers Customized Digital Marketing Services for Independent Financial Advisors
Boston, MA – Lone Beacon, a custom marketing and practice management company specializing in digital marketing, broadcasting, and database lead capture programs for the independent financial advisor, is pleased to announce it is partnering with marketing automation company Act-On.
John Capuano, Co-Founder of Lone Beacon says, “High producing financial advisors are often so busy that their marketing efforts are disconnected or ad hoc. Lone Beacon develops integrated digital marketing strategies for independent financial advisors that dramatically increase client acquisition and revenue. The Act-On platform is critical in helping us execute digital campaigns that target and engage high net worth retirees.”
“Lone Beacon is leveraging Act-On’s technology to connect all digital marketing channels and aggregate the comprehensive marketing data. We have developed custom reporting systems that help financial advisors gain insight into the high-quality leads generated by Lone Beacon’s integrated e-mail marketing, social media marketing, and radio and television broadcast campaigns,” says Don Kwan, Digital Marketing Manager for Lone Beacon.
“With so much tech disruption, consumers can now very easily acquire financial advice from many sources, making it increasingly more difficult for wealth managers to stand out. This is a relationship business, but advisors often struggle with maintaining proactive relevant and personalized communications,” says Chris Masino, Chief Revenue Officer at Act-On. “We are very excited about our partnership with Lone Beacon to establish a leadership position in helping advisors’ transition to the digital marketing world. Through Act-On, advisors can now engage both prospects and current clients to increase their AUM, retain existing clients, and also avoid losing clients to inheritance ‘wealth transfers.’ Advisors will now be able to build more trust and deepen their relationship with their investor clients.”
About Lone Beacon
Lone Beacon develops integrated digital marketing strategies that create high impact experiences and attract high net worth prospects for independent financial advisors. Lone Beacon provides a suite of services, including digital marketing and lead generation, broadcast and media management, and strategic practice management consulting designed to significantly drive revenue growth. For more information, visit LoneBeacon.com.
About Act-On Software
Act-On Software is the leader in adaptive marketing solutions that empower marketers to achieve the purposeful and personalized engagement that their business needs to thrive. Act-On makes customer data actionable, enabling marketers to strategize better business outcomes, drive more relevant multi-channel marketing, and generate higher customer lifetime value — all with the fastest time-to-value. For more information, visit Act-On Software.