Thought leadership.
Innovative educational content – market-related and needs-based – strengthens brands and drives engagement. I have the experience to deliver the educational content you need. Whether it’s content development for a long-form white paper or a summary article to spark interest in a larger report, I deliver insights that make a difference. With my deep expertise and passion for quantitative and qualitative advisor and investor research, I analyze key findings and synthesize results to promote action.
Investment Promotion.
Innovative and creative messaging brings an investment solution to life — and helps you provide the answer to clients’ needs. Whether creating engaging campaigns for retail/institutional investors or advisors, my strong technical investment knowledge allows me to deliver crisp content that highlights your product’s competitive advantage.
Targeted Marketing.
Tailored content to targeted client segments makes the difference when it comes to building connections. I create content that speaks to the needs of your external audience, including women, business owners, high-net worth investors and others. In addition, I build content to help your sales team get the results they deserve – through targeted sales email programs and related messaging.
Custom Advisor Content.
Custom content helps advisors define their value proposition and enhance their brand. I have extensive experience developing content for advisor websites, case studies, targeted sales collateral, custom brochures, bios and more.
Practice Management.
Practice management programs help advisors elevate their business. With vast experience in practice management program development, I create relevant content to help advisors run a successful business.
Financial Literacy.
Educational presentations help people engage in their financial well-being. With a passion for helping women feel more confident about their personal financial future, I develop educational content and speak with groups of all sizes about empowerment, finances and taking charge of their financial futures.