My 6 Most Commonly Used Services
1: Podcast Management
Comprehensive support for launching and running a successful podcast. This includes planning, recording guidance, editing, distribution setup, and promotion strategies.
This strategy option reaches a highly engaged audience, positions you as a thought leader, builds strong relationships with guests, and provides valuable, repurposable content. Imagine effortlessly sharing your expertise with a wider audience while I handle the technicalities.
- Email Campaigns
- Podcasts
- Social Media Posting
- Blogs
- Newsletters
- TikTok Videos
2: Lead Generating Systems
Development and implementation of automated systems designed to attract, capture, and nurture qualified leads for your financial advisory practice. This includes lead magnet creation, landing page optimization, and email nurturing sequences.
This strategy guidance consistently attracts ideal clients, automates the initial stages of client acquisition, saves you time on manual outreach, and provides a predictable pipeline of potential clients. Picture a system working 24/7 to bring interested prospects right to your door.
3: Compliance Support
Guidance and resources to help ensure your marketing efforts align with industry regulations and compliance requirements (e.g., FINRA, SEC). This includes reviewing content and providing insights on necessary disclaimers and disclosures.
This guidance reduces the risk of regulatory issues, provides peace of mind knowing your marketing is compliant, and allows you to focus on your message without fear of penalties. Think of me as your co-pilot, ensuring your marketing stays on the right track.
4: Marketing Partnership
Tiers: Digital Coach, Digital Writer, Digital Partner
Flexible service packages designed to meet different needs and budgets. Clearly outline what's included in each tier (e.g., coaching calls, content creation volume, level of ongoing support, strategic planning).
The partnership provides scalable solutions that adapt to your current stage and capacity, offers predictable costs, and allows you to choose the level of support that best fits your needs, from guidance to full implementation. Consider these your different levels of marketing horsepower – choose the one that matches your growth goals.
5: Data-Driven Onboarding
Utilizing data and analytics to understand your current marketing performance, identify key opportunities, and tailor your onboarding process for maximum impact. This includes website analysis, social media audits, and lead generation data review.
This strategy ensures a focused and effective start to your marketing efforts, avoids guesswork, and prioritizes strategies with the highest potential for success based on concrete data insights. Envision a marketing plan built on facts, not assumptions, right from day one.
6: Social Media & Website Coordinating
Strategic management and coordination of your social media presence and website to ensure a cohesive brand message, drive traffic, and optimize for lead generation. This includes content scheduling, engagement strategies, and website optimization suggestions.
Web coordination creates a unified and professional online presence, maximizes the effectiveness of both your social media and website, and streamlines your digital outreach efforts. Think of your website and social media working together seamlessly to attract and engage your ideal clients.
