Financial Advisers

Financial advisers and other financial services professionals use Lightbulb booklets as distinctive educational marketing pieces. The booklets are ideally suited to inform clients and specific financial products, build trust and confidence, and provide a common framework for discussing planning and investment strategies.

As individuals at all life stages, including millennials and retirees, turn to independent advisers for financial help and guidance, Lightbulb educational content and guides provide an immediate and engaging way for advisers to reach out to their clients, reinforce existing relationships, and market and grow their business.

Advisers can personalize Lightbulb booklets with their logo, name, photo, and contact information. The booklet are FINRA reviewed and updated on a regular basis.

Contact us to learn more about Personalized Booklets.