Work With Me
Marketing Consultant
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Perfect for:
Advisors with specific marketing needs or projects who want expert guidance without a long-term commitment.
Virtual CMO
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Perfect for:
Advisors who want to focus on client relationships while we handle all aspects of marketing.
Ghostwriter
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Perfect for:
Advisors who want to share their knowledge and build their reputation without spending hours writing.
Social Media Training Program
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Perfect for:
Advisors who want continuous learning and support to enhance their LinkedIn marketing skills and get new clients.
Virtual CMO: Your Dedicated Marketing Expert
In today’s competitive financial advisory landscape, having a strong marketing presence is crucial. The Virtual CMO service provides you with a dedicated marketing expert who becomes an integral part of your team, without the overhead of a full-time hire. It will help you stand out, attract ideal clients, and grow your practice efficiently.
What you get:
- A marketing partner who becomes part of your team
- Regular Check-ins to keep your marketing on track
- Compelling content that showcases your expertise
- Engaging newsletters that keep clients informed and attract prospects
- A strong social media presence that builds your reputation
- Help with special projects, from website updates to award applications
- Assistance in getting media attention and speaking opportunities
- Guidance on choosing the right marketing tools and partners
- Support in staying compliant with industry regulations
- Strategies to improve your sales process
Perfect for: Advisors who want to focus on client relationships while we handle all aspects of marketing.
Testimonials
Marketing Consultant: On-Demand Advice
Every financial advisory practice faces unique challenges, and sometimes you need specialized marketing expertise to overcome them. The Marketing Consultant service offers on-demand access to a seasoned professional who understands the nuances of financial advisor marketing.
Whether you’re tackling a specific project or need strategic guidance, you’ll get tailored solutions that drive results.
A Marketing Consultant Can Help You:
- Attract more leads online
- Improve your website
- Craft a compelling elevator pitch
- Plan for business succession
- Create impactful presentations
- Expand your professional network
- Handle difficult client conversations
- Smoothly transition your business
- Refresh your brand
- Develop a marketing strategy from scratch
- Set up effective email campaigns
Perfect for: Advisors with specific marketing needs or projects who want expert guidance without a long-term commitment.
Ghostwriter: Your Ideas, Clearly Expressed
In the financial advisory world, your expertise is your greatest asset. But translating that knowledge into compelling content can be time-consuming and challenging. The Financial Advisor Ghostwriting service bridges that gap, transforming your insights into polished, engaging content that resonates with your audience. It will help you build thought leadership and attract clients without taking time away from your core business.
Possible content pieces include:
- Informative blog posts
- Engaging newsletters
- Professional marketing materials
- Attention-grabbing social media content
- Insightful books and ebooks
- Clear market and economic outlooks
- Compelling presentations
- Engaging video scripts
- Optimized professional profiles
- Persuasive website copy
Perfect for: Advisors who want to share their knowledge and build their reputation without spending hours writing.
Financial Advisor LinkedIn Training Program
Staying ahead on social media requires continuous learning and adaptation, especially for financial advisors. The Social Media Training Program is designed to keep you at the forefront of financial advisor LinkedIn marketing trends and best practices. Financial advisors will receive ongoing education, resources, and support to help you get new clients for your practice on LinkedIn.
What's Included In Your Social Media Training Program:
• Weekly tips and insights delivered to your inbox
• Daily opportunity to get your questions answered
• Monthly online learning sessions
• Comprehensive guides on marketing and networking
• Library of short, practical marketing videos
• Exclusive tools to track and improve your results
Exclusive Content
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Access to Training Videos (each 3-5 mins long)
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Exclusive membership workshops. Highly interactive.
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Weekly members’ newsletter with exclusive content.
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Ability to message me, Sara, over LinkedIn messenger once a day and ask questions
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My e-books for free
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Extras such as ROI /Profitability analyzer, Prospect tracker, Results sheet
Click here to review FAQ.
Perfect for: Advisors who want continuous learning and support to enhance their LinkedIn marketing skills and get new clients.
