One Stop Shop Digital Marketing for Financial Professionals who want to stand out online.

Many financial professionals struggle with brand visibility, generating leads, and building trust online. Between compliance concerns, lack of time, and the overwhelming number of marketing strategies out there, it’s easy for digital marketing to fall to the wayside. But without a strong online presence, potential clients may turn to competitors who are more visible and engaging. That’s where I come in. My tailored approach helps you establish credibility, attract the right clients, and maximize ROI—without the stress and guesswork of doing it all yourself.

Core Package + Customization

Core Package Includes:

  • LinkedIn Profile Optimization - Best social media first impression

  • 4 LinkedIn Posts per Month - Regular content to build your audience

  • Monthly Email Newsletter - Engage your audience and nurture leads

  • Website SEO Audit & Basic Edits - Increase your search rankings

Set yourself up for success with the essentials that bring visibility and attract clients.

Best for Financial professionals who need to build a strong foundation and prepare for sustainable growth.

Add-On Services

These services can be added on through a monthly retainer. Pricing varies depending on the amount of content you want to send or post on a monthly basis.

  • Having your own website helps to anchor your online visibility. I can help you create a modern, professional website through SquareSpace that’s easy for leads to find. Once your website is complete, then you will be put on a retainer package for digital marketing.

  • In addition to LinkedIn profile optimization and weekly posts, I can also provide:

    • Engagement & Growth Strategy (networking, commenting on relevant posts)

    • LinkedIn Newsletters & Articles (long-form content to build credibility)

    • Lead Generation & Outreach (DM strategy, connection-building)

  • I can create engaging, compliant content through:

    • Write and optimize monthly blog posts (SEO + lead generation focused)

    • Create financial education content

    • Research finance-related keywords for better search visibility

    • Repurpose blogs into LinkedIn posts, email newsletters, and social media

  • Since relationship building is vital in the finance industry, build trust with your subscribers through:

    • Monthly Newsletters with market updates, insights and case studies

    • Automated sequences (lead nurture, onboarding clients)

    • A/B test subject lines and content for higher open rates

    • Segment email lists for personalized messaging

    • Create a lead magnet to build subscriber list (checklists, guides, budgeting planners)

You don’t have to pay for services you don’t need. Additional services can be added on to tailor the right High-ROI growth strategy for you.

Let’s work together