The first thing you should know about me is that I’m insanely committed. Committed to hard work, to results driven marketing, to financial services, and especially to people. Juggling a personal and professional zest for life does not come easy, but I’m proud to say I’ve found a way to get a solid grip on both. And that’s my proven philosophy: good, old fashioned balance.
But I’m not just talking the talk. I’ve used this balance to build an amazing career for myself and for the past 17 years I’ve had the pleasure of bringing the same quality of results to you, the Financial Advisers of the world. By upping your marketing game, you will better hit your marks, retain your clients, and see success. The truth is, in today’s highly competitive Financial Services arena, very few people fully understand just how delicate this part of business really is.
That’s why I’m here: to help you understand that from the inside out. Together, we’ll craft a tailored marketing plan that attracts the right clients to your business. We’ll devise a strategy that keeps those clients around. But most importantly, we’ll reach your business targets via the means you can trust. I know what works and what doesn’t so I’ll never waste your time with ‘pie in the sky’ ideas. My professional training has given me the necessary shortcuts to successfully engage with, connect to, and bring out value in Financial Advisors. And my passion for marketing and communications has kept me smiling behind the wheel.
As a qualified Trainer and Public Speaker I am able to work with Advisers in many different ways. As a Speaker I am described by the industry as engaging, practical, energetic and able to offer great advice speciﬁcally to Advisers. As a workshop trainer, I connect with all participants and ensure they receive the value they are looking for – the practical tools to take away and implement the very next day.
On a personal level, this happy balance drives me. I’m a fulltime business owner and a fulltime mum. I’m a certified coach, a qualified marketing specialist, and a lifelong student of the world. I’ve had 17 years of experience yet maintain an insatiable hunger for more.
On a professional level, we’ll get there together. We’ll restructure the journey and we’ll reach all of your business objectives. Most importantly, we’ll balance an abstract marketing strategy with its practical implementation and the harmony will leave us with a proven system that works well for you, every single time.
But, enough about me, how can I help you? email me firstname.lastname@example.org and lets talk marketing.
Select Qualifications & Education
- Graduate Degree in Business Management
- Marketing Specialist
- Workshop Trainer
- Public Speaker
- Business Coach
- Time Line Practitioner
- Neuro Linguistic Programming Practitioner