Comprehensive Marketing Program

We know what it takes to market your Investment Services Division and can help your advisor stand out from the crowd in a lot of ways, including professionally managed social media pages, automated marketing campaigns, and branded thought leader videos. Lighthouse Financial Institution Marketing Solutions is just one of our exclusive services created to help your investment services division shine brighter than your competitors.

Our Marketing Team is well versed in the many industry rules and regulations that cover marketing and advertising and works closely with our Compliance & Standards Team to make sure the message is compliant the first time, so your team doesn’t have to spend a lot of time going back and forth to get it right.

We can work with your existing marketing department or be your entire marketing department to ensure that all your account holders and community know about your Investment Services Division. When you use our marketing, we lay the groundwork so your advisor can focus on cultivating new relationships with clients and opening new accounts.