MY PROCESS

Trade “feast or famine” for consistent growth.

You became an FA to give financial advice, not to work in sales.

Let’s get you back to doing what you love by claiming your niche and creating a magnetic field to attract prospective clients effortlessly.

• Select the right niche to set you up for success.
• Identify when/where/how they congregate/communicate.
• Formulate an irresistible, scalable offer.
• Develop a content strategy to captivate their attention.
• Optimize your online presence to inspire meeting requests.
• Generate a long wait list of eager prospective clients.
• Capture testimonials from happy clients in your niche.
• Scale your business with effortless referrals.
• Leverage social proof and increased demand to raise your fees.

WHY ME?

I’ve walked 100 miles in your shoes.

I began my first financial advising gig when I had just moved to a new city, I had zero professional network, and the only familiar soul in town was an ex-boyfriend… yikes. I had also affiliated with the broker dealer arm of a large insurance company, so I wasn’t allowed to do to anything to build my network online… double yikes.

I was excited to tackle licensing exams and learn to write a financial plan, but instead was encouraged to pitch life insurance to my closest friends and family members. Total cringe. Not what I signed up for. Did I mention the gig was 100% commission with a “sink or swim” first year? Oof.

My story of course has a happy ending. I built a thriving planning practice, becoming the darling of my region and earning the prestigious “Rookie of the Year” award at a behemoth company. My secret? Well-executed niche marketing and its natural outcomes: the holy grail of consistent inbound meeting requests and referrals (even from people I had never worked with!).

If I could achieve this kind of outsized success as a newbie with no network and no experience at just about the most restrictive firm out there, how much more could experienced FAs with robust networks and supportive firms grow their practice by replicating my approach? An idea began to percolate…

WHY NOW?

My secret sauce has become a repeatable framework.

As a financial advisor, entrepreneur, sales executive and coach, I’ve climbed the ranks at a variety of financial services firms. I’ve even been a successful founding salesperson for a FinTech startup.

As a former educator and coach, I have also learned to simplify complex topics into clear, easily implemented, actionable steps.

In other words, I know how to build powerful, sustainable revenue engines in a variety of contexts, and I’ve built a framework to transfer my skills and knowledge to YOU for near-immediate results.

Even better: I’ll guarantee results.

If you join a coaching cohort or engage me for 6+ months of 1:1 coaching and implement all the steps of my framework, I will coach you 1:1 for free for 6 months.