Rachel was responsible for client surveys, social media posts, event coordination, coaching of advisers in relation to referrals, development of marketing collateral, delivering on marketing activity as per the marketing plan as well as compiling a monthly report on progress and activity delivered over the month. We also had a monthly catch up with Rachel where she was always well prepared and armed with new and pro-active marketing ideas.

Rachel is the ultimate marketing professional who really understands the financial services profession! Using warmth, humour and understanding, Rachel has brought a rigour and discipline to our marketing strategy that was previously non-existent and the results are tangible. Not only has Rachel's strategic marketing advice enabled us to communicate effectively with our clients and prospective clients, it has also ensured the entire team is on board.