Lightbulb Moments
Redefining Success
— On Purpose
Helping individuals and financial services organizations grow in ways that align performance, values & long-term impact.
COACHING • CONSULTING • PURPOSE-DRIVEN PERFORMANCE
Success doesn’t have to come at the expense of meaning, health or values.
At Lightbulb Moments, we help people and organizations step back, get clear and move forward with intention….building careers, cultures and strategies they’re proud of.
Whether you’re navigating a personal career shift or leading a financial services organization through growth and change, we believe success is most powerful when it’s defined on purpose.
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A future where success is measured not only by growth and revenue, but by integrity, impact and alignment with purpose
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To help individuals and organizations redefine success by building strategies, careers and cultures that reflect what truly matters — while delivering meaningful, sustainable results.
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Purpose with Performance – Values and results are not opposites.
Clarity over Hustle – Thoughtful strategy beats constant motion
Integrity & Impact – How you succeed matters
Growth with Heart – People, culture and outcomes rise together
Women’s Development & Leadership
We are passionate about supporting women — especially those in mid-career or leadership roles — who want to continue succeeding without burning out, shrinking themselves or losing sight of what matters.
We support professionals at pivotal moments— career transitions, reinvention or
re-alignment — helping them reconnect with purpose, clarify direction and redefine what success looks like now.
Through coaching, workshops and mentorship, we help women lead with confidence, purpose and authenticity.
Business & Financial Services Consulting
Through The Lightbulb Advisory consulting arm, we partner with financial services organizations to redefine success beyond production alone, by strengthening leadership, elevating sales performance and building cultures that support sustainable growth.
Our consulting work blends deep industry experience with a purpose-driven lens, helping organizations perform at a high level while staying aligned with their values, people and long-term vision.
Mentorship for Students & Young Professionals
Within our Luminate program, we support next generations as they begin to build their futures. Through secondary and university programs, we bring real-world expertise and a caring approach to mentorship and development.
The Lightbulb Moment
Redefining success — on purpose.
Founded by Jennifer Warfield, MS, CFP®, Lightbulb Moments brings more than 30 years of financial services leadership, distribution strategy and sales development experience to individuals and organizations navigating growth and change.
Jennifer has built and led high-performing sales organizations, designed carrier-level distribution strategies, developed national training programs and advised agencies, IMOs and carriers
across the industry.Her work is known for blending strategic clarity with warmth, practicality and a deep respect for the human side of success.
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If you’re ready to redefine success…
…for your career, your organization or your next chapter, learn more below.
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Ready to spark your journey to success?
Drop us a line and let's ignite those lightbulb moments together! We can't wait to embark on this empowering journey with you.