My specialty is helping entrepreneurs who depend on their reputation, relationships, referrals, and raving fans to grow their businesses.
For 20 years I’ve worked with client-based entrepreneurs to help them attract, win, and keep clients. I’ve also coached my clients on how to create more time, energy, and freedom through improved business management practices.
My coaching programs are customized to the individual. Your coaching program will be developed around your unique business and personal goals!
Client-based entrepreneurs I’ve worked with include:
- financial advisors
- financial planners
- insurance agents
I’ve also worked with those who have been laid off or moved on from a corporate job and want to strike out on their own. This is exactly what I did after 15 years in the financial services industry. I worked for two global financial services firms and in 2009 saw the writing on the wall and walked away to start my own entrepreneurial venture six years ago!
Note: My 1-on-1 coaching slots are limited based on availability.
Digital Marketing Strategy Coaching
This is my signature program designed to help you create a full-blown, customized digital marketing 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™ Coaching
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 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 Success™ Coaching
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.