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Lone Beacon
lonebeacon.com

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.

Their team comes from the world of sales, broadcasting, management, digital marketing, design, and financial services. Beyond that they all share a curiosity for the consumer behavior of the baby boomer. The advice that they give you comes from a 360-degree standpoint. They built their successes designing and activating business infrastructures, so they won’t leave any stone unturned in regard to the sales distribution channel.

Archived Webinars

DELAWARE STATUTORY TRUST INVESTMENT (DST): REAL ESTATE STRATEGIES
Recorded Date February 27, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Enrolled Agent, Other, Real Estate Professional, Small Business Owner