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Your One-Stop Marketing Shop

According to industry research, most small business owners spend at least six hours per week on marketing and business development activities alone. What would having those hours back to spend with your clients be worth to you? Below is just a sampling of the services I can provide.

Social Media Management

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Relevant, timely posting across all eligible platforms; content curation or creation with material appropriate for your specific audience

Content Creation

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Research, writing, and SEO services where applicable for blog articles, landing pages, client emails/letters, brochures, PowerPoints, etc.

Launching/Redesigning Website

Portfolio Web Design

May include positioning research and competitive analysis, defining brand messaging and launch strategy, content creation for multiple pages, and syncing with social media strategy. For financial advisors, this also includes writing, editing, and monitoring to ensure quick approval from Compliance.

B/D Marketing Transition

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For financial advisors who are moving to a new B/D, this includes everything involved in transitioning your website, announcing move on social media and website, updating all marketing collateral (letterhead, business cards, etc.), updating all social media accounts, creating custom client communications, press release(s), all contact with Compliance as it pertains to marketing, etc.

Logo/Brand Design

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Working in conjunction with a graphic designer to create brand guidelines (logo, color scheme, font selection, etc.) that offers a cohesive, impressive first impression of your company

Launching Social Media

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May include competitive analysis, discussion of brand positioning and launch strategy, account setup on all eligible platforms. For financial advisors, this also includes writing, editing, and monitoring to ensure quick approval from Compliance.

Media Mentions

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Journalists frequently call for submissions from industry specialists to be quoted in trade magazines and websites. I filter these to find opportunities most relevant to you, edit and submit your response, monitor for publication, and help you promote any media mentions you receive.

Job Descriptions

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Created based on thorough discussion of expectations for role, and my services include the posting and promotion of the job on LinkedIn

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