Email Marketing


Lightbulb content is ideally suited for incorporating into educational emails that stimulate client interest and provide a mechanism for assessing and responding to specific client interests. The educational emails provide an immediate and positive benefit to clients, and help you build and maintain a sustained marketing presence.


Quick Bytes


Quick Byte Quick Bytes are an innovative way to deliver targeted, timely information on specific financial topics. Either posted on your website or sent as an email, a Quick Byte is a branded, short e-book that provides digestible nuggets of financial information. Each Quick Byte pairs objective, educational content with links to your website, including product-specific pages, and includes your contact information and an embedded call to action.

The call to action in each Quick Byte makes it easy for clients or prospects to contact a financial representative, request additional information on a specific topic, or indicate interest in receiving additional mailings.

By monitoring the response to Quick Bytes, financial services firms and independent advisers can gauge the level of interest in a particular product or service as well as develop metrics on the returns they are getting.


Branded PDFs


Branded PDF Branded PDFs deliver educational information on one key financial topic that you want your clients to know about and understand, such as an investment or retirement product, or a concept like diversification.

The PDF pairs the clear, objective educational information with a customizable panel that can include your logo, contact information, a marketing message, and links to specific pages on your website.

The PDFs can be sent out as part of an email campaign or on an individual basis, and can be printed and used as leave-behinds at seminars, conferences, and in client meetings.

Branded PDFs can also be made available to a team of advisers or reps through the Lightbulb On Demand service, so that they can each add their individual contact information.