Lightbulb Press: Advisor Resources

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Advisor Resources

Lightbulb products are playing an increasingly prominent role in relationships between financial advisors and their clients, as well as with the companies who seek to attract and build lasting relationships with these advisers.

Advisors use Lightbulb guides to educate their clients about specific products and services, and to provide a common framework and context for discussing personal finance and investing strategies. As more consumers turn to advisors for help and guidance, Lightbulb's print and electronic content provide an immediate and engaging way for advisors to reach out to customers, facilitate decision-making, and establish a recurring dialogue and a platform for additional business.

Companies who work with advisors use customized Lightbulb guides, online content, and other educational materials to ensure best practices, help advisors build their book of business, and provide value-added services that enable advisors to differentiate themselves, retain clients, and gather more referrals.

As an advisor or company, you may consider using Lightbulb On Demand to deliver highly personalized editions of Lightbulb guides. You might also look into Lightbulb's Quick Bytes for use in email, advertising, and promotional campaigns to gauge interest in a particular product or service, generate leads, or stimulate follow-up calls.

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