HELLO!

I work with asset management executives who have an inspiring business vision, lofty marketing goals, long to-do lists, and too little time. 

Today–in this crowded and rapidly changing industry– 

differentiating your brand takes more inventiveness, ingenuity, and intelligence (both EQ and IQ) than ever before. And, given the "content cacophony" we all face, same-old-same-old marketing will never set you apart. I can help you create big, stand-out ideas...and bring them to life.

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I'm an asset management marketing leader, content strategist, and writer with over 20 years of corporate and agency experience.

My clients are:

• Asset managers of all types and sizes (both retail and institutional)–with diverse product offerings, including mutual funds, managed accounts, ETFs, and alternatives

• Major insurance companies (with investment and/or retirement plan divisions)

• Financial intermediaries, and

• Marketing agencies 

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My recent work includes: 

• Developing content strategy and copy for financial advisor education digital hubs (both practice management and product-related)

• Positioning and brand messaging for an alternative asset manager

• Ghostwriting books on client experience and advisor business development (one of which won two industry awards)

• Creating a "team-excellence" practice management program for financial advisors

• Crafting content strategy and copywriting for a global asset manager's value-added marketing curriculum

• Devising and writing an award-winning behavioral finance education program (for advisors and investors, including a spin-off for the DCIO market)

• Developing strategy and content for a multi-faceted women and investing program

• Writing a suite of collateral for a 529 college savings plan launch 

• Writing a mutual fund product-focused email sequence for a digital marketing agency

So…what are you up against?
Do you have a challenge that needs tackling? A new product or idea that needs creative packaging? A brand that needs an upgrade? A specialization or area of expertise that needs to be established via a smart thought leadership campaign? Or, maybe you need an extra set of marketing hands to support your team on an ongoing basis. 

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With your marketing wish list in mind, let's connect!

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