I’m a financial entrepreneur, Certified Financial Planner™, and business/marketing consultant to financial advisors and the firms that serve them.
I've worked in the financial services industry most of my career, now more than 20 years. I spent a total of 15 years at Merrill Lynch and UBS where I served as a VP level financial advisor and wealth manager to high net worth clients. I also held multiple leadership roles at both firms including sales manager, branch manager, and regional manager.
Over the course of my financial services career, I've coached and trained thousands of financial advisors on cutting edge client acquisition and retention strategies.
Since 2010 I've also been consulting 1-on-1 with financial advisors and industry firms on digital business and marketing strategy. In addition to developing the digital marketing strategy, most of my consulting work has included the build out of custom digital platforms and systems that achieve the goals of my clients.
Over the last six years I've worked with solo financial advisors, small to medium financial advisory firms, institutional firms that serve advisors, industry vendors, coaches and consultants.
Another area of expertise that I consult on is LinkedIn. My book, Linked to Influence, reached #1 best-seller status on Amazon and has close to fifty 5-star ratings and reviews. The book continues to rank well in multiple entrepreneur and small business categories on Amazon.
Currently I do offer a range of LinkedIn marketing and prospecting consulting programs, from one hour strategy session calls to full-blown LinkedIn marketing strategy development.
With the various projects I have going on currently, my consulting time is limited. I'm also very selective about who I work with. Projects can range from one-time consulting calls to 12 month engagements depending on the scope.
If you're interested in learning more, click the button below and tell me about your project:Inquire About 1-on-1 Consulting Programs
I've been a featured speaker at numerous financial and marketing 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.