Financial Advisors
High-net-worth individuals don't respond to sales pitches, they respond to expertise. We help you demonstrate knowledge and build relationships that convert to AUM.
For RIAs & Wealth Management Firms
You think it's lead generation. It's trust velocity.
Lighthouse unifies the signals that drive growth—customer voice, visibility, pricing, and experience—then turns them into a ranked plan and automated fixes you can ship. Our AI acts on verified benchmarks, not guesses.
The 'Silent Research' Period: Wealthy prospects spend 6-12 months researching advisors before making contact. Your content is your first impression.
Advisors with consistent educational content generate 3x more inbound inquiries than those running only ads.
Prospects research you for months before reaching out. If your content doesn't position you as an expert they'll choose the advisor whose content did.
The only growth engine that combines 5,000+ market signals with executable AI. From diagnosis to done-for-you - always with receipts.
Strategy, CFO, Supply-Chain, Ads — any role. Plans + Fix Lists grounded in your data.
Strategy, CFO, Supply-Chain, Ads — any role. Plans + Fix Lists grounded in your data.
Synthetic personas (any demo/psychographic) roast your site/offers with proof-backed objections.
Safe agents auto-draft replies, ads, tasks, listings — always evidence-linked, human-gated.
See the Trust Data: Educational Content Engagement, Credential Visibility, and 'Trusted Advisor' Sentiment.
Lighthouse gives Normalized Intelligence, while competitors dump data dashboards
Powered by Business Strategy AI that adapts to your market, sector, and competitive landscape.
There are endless possibilities beyond our standard and most-used templates
Hear From the 'Skeptical Executive': Why They Chose the Advisor Who Published Market Commentary.
Start from our templates or describe what you want. Your AI will be ready in minutes.
There are endless possibilities beyond our standard and most-used templates
“Local Searcher”
- “I’m physically here right now. If you’re closed, slow to answer, or hard to find, I’m gone in 30 seconds.”
“Parent Planner”
- “My kid comes first. If anything looks unsafe, unclear, or inconvenient, I’m out — no second chances.”
“Comparison Shopper”
- “I’ve already looked at three competitors. Beat them on features, guarantees, or bundling or lose my cart.”
“Price-Sensitive Deal Seeker”
- “I’m hunting the absolute lowest price. Six tabs open, one click away from your competitor.”
“Urgent Need-It-Now Booker”
- “This is an emergency. Speed and availability trump everything — be there now or lose me forever.”
“First-Time Buyer”
- “I’ve never bought from you — why should I trust you won’t screw me on hidden fees or slow shipping?”
“Unhappy 1–2★ Reviewer”
- “You already screwed up once. One more mistake and I’m leaving a review that hurts for years.”
“Trendy 18–24 Year Old”
- “If it’s not on TikTok, Reels, or backed by real user proof, it doesn’t exist to me.”
“Loyal Customer”
- “I love you, but loyalty isn’t free — rewards, personalization, and feeling remembered keep me coming back.”
“Commercial B2B Buyer”
- “I buy in bulk with contracts and legal terms. Show me you can handle enterprise or I’ll go to someone who can.”
Generate Your Fix List: Weekly Insight Templates and Niche Specialization Content.
Stop waking up to "Dashboards." Wake up to completed work. Most tools dump data on your lap. Lighthouse patrols your business 24/7 to hand you a prioritized checklist of fixes—drafted, cited, and ready to ship.
Trust Nurture AI
Ready for Approval
An executive downloads your retirement planning guide. They're interested but not ready to talk. Without follow-up content they forget about you. Six months later they hire a competitor.
Step 1: The trigger
Lead downloads resource or attends webinar but doesn't book consultation.
Step 2: The Draft
AI enters them into an educational nurture sequence. Sends relevant market insights and planning tips. Tracks engagement to identify when they're ready for outreach.
Step 3: The Fix
Advisor sees 'warm lead' alert when prospect shows buying signals. Personal outreach happens at the right moment with context.
There are endless possibilities beyond our standard and most-used templates