Questioner of Everything
If you told my high school self that I would build a company that helped to transform the way an industry markets to consumers I wouldn’t have believed you. With the nudging of my business partner, Greg Dinetz, we formed Lone Beacon, the nation’s most sought after sales and marketing company in the financial world…that was July, 2013. Today we have three offices, and work with the most elite financial advisories and institutions in America.
I’ve helped lead initiatives that generate billions in leads every year, developed ground-breaking digital platforms, and allowed our firm to consistently rank among the fastest growing companies in America, but the proudest achievement by far is the thrill of personal and intellectual growth among our staff.
The first 25 years of my career was spent in corporate America, where “questioning everything” wasn’t always the best political strategy. Ironically, the very things I questioned turned out to be the genesis that built our company and disrupted an industry. By simply asking “Why?”, and “Why not?” on a regular basis, and being okay to be challenged by those around me has led to success.
There’s nothing easy about building something that’s new and wonderful to the world. It’s tedious work. A plan is great, but I’ve learned, first hand, how EVERYTHING is connected in business, and that culture and communication are at the core of it all.
The more we can understand our purpose and position, the better chance we have at building and executing a plan. This is true with entire organizations, and equally true among each member within an organization.
One of the first things I was told when I began my career was, “The world has never seen more change than it is seeing today”. That may have been true then, it may have also been true 1,000 years ago…and it may be true today. The reality is our world has always been, and forever will be, changing. So I submit that there never has been, and there never will be, a time when we won’t be rewarded to learn, to try, to be curious, and to question “Why?”.
Some of us are just more enthusiastic than others about participating in, and creating, the change.
Connecting a generation of people who need financial help to the institutions, manufacturers, and advisories that can help them.
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.