NEW YORK--(BUSINESS WIRE)--Advisor Group, one of the largest independent broker-dealer networks in the nation, today announced its new partnership with Lightbulb Press, creator and publisher of objective financial content, to produce customized educational booklets for financial advisors to use with current and prospective clients.
“We are eager to offer FSC, Royal Alliance and SagePoint Financial advisors another useful tool in marketing their business and educating clients,” said Jim Brown, Senior Vice President of Advisor Group. “We were one of the first broker-dealers to offer advisors Forefield, an extensive marketing and advertising library with over 3,000 professional, customizable marketing resources, and we are delighted to offer advisors another customizable marketing tool with Lightbulb’s personalized financial booklets.”
Lightbulb Press will produce its booklets with a specific advisor’s contact information, logo and a customized introductory letter. The FINRA reviewed guides will offer a personalized touch to financial education and can be distributed through a variety of methods, including client meetings, seminars, workshops and mailing campaigns. Approved titles include Investing for Retirement, Planning Retirement Income, Investing Essentials, Guide to Asset Allocation and Guide to Understanding Annuities.
Advisors can access Lightbulb Press through Advisor Group’s VISION2020 Advisor Portal (Advisor Portal). Advisor Portal is a single sign-on website that provides advisors access to their home office websites, client account information through Advisor Group’s exclusive VISION2020 account platforms, personalized news and alerts and much more. The dynamic, customizable, intuitive web portal integrates resources and aggregates information, allowing advisors to conduct business quickly and efficiently. In 2011, InformationWeek magazine recognized Advisor Group for innovation and technological excellence on Advisor Portal. Advisor Group was named one of the top technology innovators in the country and included on the magazine’s InformationWeek500 list.
Lightbulb Press was founded in 1990 by Ken and Virginia B. Morris, two Columbia Ph.D. graduates who are passionate about educating others and helping them to understand both the basics and complexities of investing and personal finance. Since the publication of its first guide on Money and Markets that was developed for The Wall Street Journal, Lightbulb Press has produced over 40 titles and developed websites for a broad spectrum of people, from those new to personal finance to financial professionals.
Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Royal Alliance Associates and SagePoint Financial, Inc. These independent broker-dealers, with more than 4,600 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group.