If you’re looking to modernize your relationship marketing, sales, and client service strategies for the digital age, you’re in the right place.
I coach and consult with client-based small business owners who rely on their reputation, relationships, referrals, and raving fans to grow their businesses.
With the digital tools and networks you have access to today, there are much more efficient and effective ways to build your influence, attract your ideal clients, and scale your client service.
I’m a master at architecting digital client attraction and relationship management strategies for my small business owner clients from the strategic, technical, and tactical angles.
Without a strategy and systems in place, it’s very difficult to gain momentum. There is too much information and noise online, and you just can’t be everywhere. But in order to remain relevant and thrive in the digital age, you have to meet the expectations and experiences of your ideal clients!
It’s easier said than done, but with a strategy and a system in place, your digital influence will build equity for your business.
I can help you streamline your efforts and put foundational systems in place for your business that will increase in value over time.
Client-based entrepreneurs I work with include:
- financial advisors
- financial planners
- insurance agents
- transitioning professionals (Going independent and starting your own business?)
A few other things to know:
1)I only work with clients whom I truly believe I can help
2)My 1-on-1 coaching/consulting packages are customized to your situation (term length and pricing)
3)I’m not your low cost provider (you get what you pay for)
4)My coaching/consulting slots are limited and based on current availability
Digital Client Attraction™
This is my signature program designed to help you create a full-blown, customized digital client marketing and sales strategy plan.
First, we will discuss your business goals and objectives as they relate to your digital presence. We will determine how to improve your current branding, positioning, and messaging.
Second, we will map out your digital marketing strategy and develop your signature content offering for client attraction.
Next we will develop any digital assets that are needed to structure your online trust-building process (website, landing pages, social media presence, email communications).
Depending on your situation and/or budget, I may also provide guidance and/or technical support for configuring the appropriate digital marketing tools and apps as well as create and manage your social ad campaigns.
Pricing for this program ranges between 10k and 50k and the engagement term can be anywhere from 60 days to 1 year.
Linked to Influence™
LinkedIn is my go-to platform for building your influence, attracting your ideal clients, modernizing your prospecting, and growing your business as a client-based entrepreneur.
When I started over at the age of 40 as an entrepreneur after leaving my 15 year financial services career, I turned to LinkedIn to build my client-based business at an accelerate pace.
Because of this powerful professional platform, I was able to establish myself as the go-to expert in my niche, grow my influence, and significantly accelerate the client attraction process for my own business.
I’ve also written a #1 Amazon best selling book that details my LinkedIn strategy, Linked to Influence.
Currently I do offer a range of LinkedIn marketing and prospecting coaching options, from one hour strategy session calls to full-blown LinkedIn marketing strategy development.
Smart Sane Business™
This program is coming soon!
Speaking or Training
I’ve been a featured speaker at numerous conferences including Social Media Marketing World, Social Media Success Summit, New Media Expo, Agents of Change, TD Ameritrade, FinCon, Podcast Movement, and the LinkedIn Success Summit.
I’ve also created and delivered private training webinars for financial firms and their advisor clients.
LinkedIn named me a Top 25 Social Media Expert and Top 30 Marketing Thought Leader. Boom Social featured me as one of the Top 30 Women in Social Media.
My work has been featured in Forbes, Wall Street Journal, LinkedIn, Social Media Examiner, Entrepreneur.com, WealthManagement.com, Investment News, Dallas Morning News, Financial Planning Magazine, Research Magazine, Journal of Financial Planning, Registered Rep, Ragan.com and more.
For my current list of speaking topics and fee schedule, please inquire below.