MARKETING AGENCY
& FRACTIONAL CMO SERVICES

for financial advisors and wealth management firms
looking to grow their clientele, impact, and legacy.

Expand your reach with digital marketing.
Convert more prospects into clients.
G
row your business with less effort.

Business development & client acquisition efforts are key to growing your business. But where are you supposed to find the extra hours to do these consistently AND effectively when your to-do list is already longer than the disclosures on an ADV form?

We take the marketing tasks off your plate so you can get back to serving your clients while we help you:

✔️ Get in front of more qualified leads as you show up on the right social media platforms with the right message.

✔️ Stand out with clear messaging that lets your ideal clients know why they should do business with you and not your competition

✔️ Rank higher on Google and grow organic traffic with SEO and/or strategically targeted ads.

✔️ Build authority & trust with engaging and reliable content that turns your website visitors or social media followers into clients.

So you can serve more people without burning out…or overloading your team.

Financial advisor marketing expertise
that drives growth for your business.

INDIVIDUAL
MARKETING
PROJECTS

Need help with a one-time project or just not sure where to start? Pick from our a la carte menu of marketing services price on a per-project basis.

  • Branding & Messaging

  • Website Copy

  • E-books and Lead Magnets

  • Whitepapers & Case Studies

  • Book Ghostwriting

MONTHLY MARKETING SUPPORT

For those who are looking for consistent marketing support in creating content, campaigns, or executing ongoing marketing tasks.

  • Expert Blogs & Articles

  • Emails & Newsletters

  • Social Media Management

  • Lead Generation (LinkedIn)

  • SEO and Paid Ads Management

FRACTIONAL CHIEF MARKETING OFFICER (CMO)

Marketing leadership and strategy for growth-focused teams.

  • Marketing Strategy

  • Team Leadership

  • Hiring and Firing

  • Oversight of Marketing Campaigns

Finally…your marketing done by someone who’s actually worked in the financial services industry and who gets you - and your clients.

Led by marketing expert and
Certified Financial Planner (CFP®), Simona Ondrejkova,
our team specializes in helping
financial professionals and wealth management firms grow their impact and income through proven, mindful, and client-focused marketing techniques that work.

Join others whose business has grown after working with us

  • Talented strategic marketer with impressive success

    We have been working with Simona for almost a year on an ongoing basis, and we just can't say enough about what she has done for our marketing program. Simona is a brilliant copywriter who understands the RIA space and our clients (she was a financial advisor herself for years and is still a CFP, after all). She picked up our brand and "voice" instantly and has improved the readability of our original content. She even writes a blog for us on a wellness topic she researches once a quarter.

    The best part is Simona is not just a copywriter. She is a talented strategic marketer who has helped us improve our SEO strategy (which she strategically implements in everything she touches -- and to impressive success so far), manage our Social Media better, and improve our website.

    Simona is very professional and proactive. As busy as we are, we appreciate her proactiveness in following up with us, getting things done, and keeping us on task. Simona remembers all the details and always follows through (even if we don't at times).

    We have worked with many marketing people in our current and past work lives and can confidently say that we found a gem in Simona and her team at Mindful Copy Agency. We look forward to expanding our relationship as we scale and working together for many years to come.”

    - Anthony Watson, CFA, CFP®, RICP®, Thrive Retirement Specialists

  • Brings you well structured, thoughtful, and engaging content that’s truly valuable to your clients.

    “It's such a joy to find a content partner like Simona. She's an outstanding writer who leverages her subject matter expertise and experience as a financial advisor to craft content that's truly valuable to our customers and their clients.

    Simona can take on lofty thought leadership pieces, requiring multiple interviews and extensive research as well as SEO content that -- although not always the most glamorous to write -- is a key ingredient to the right customers finding us. On the editorial side,
    she makes my life easy, delivering pieces that are well structured, thoughtful, and engaging. We've been working with Simona for a year now and look forward to continuing our partnership!”

    —  Daniel Brockley, Content & Creative Director at Vanilla

    [View sample blogs written for Vanilla here.]

  • Copy that garners visibility, draws readers in, and educates

    “Simona is a wordsmith. She takes my thoughts, ideas, and ramblings, blends them with her keen understanding of mindfulness, and creates copy that garners visibility, draws readers in, educates, and showcases a sense of expertise and kindness which effectively represents my brand and my work in the world." ‘

    - Madeline Ebelini, Integrative Mindfulness

  • Someone you can connect with and trust to contribute to your business

    “As an entrepreneur, the decision to outsource some tasks is a necessary but sometimes tough decision to make. It’s important to find providers you connect with, trust, and who are obviously good at what they do. Simona meets all three criteria and then some.

    I’ve engaged Simona’s expertise for a lead magnet, blog, and a completely new website. I’ve been so happy with her output that I’ve engaged her to regularly contribute to my business. Simona is extremely strong on marketing, copy, design, SEO, and strategic support for marketing and communications.

    I’ve found her to really embody mindfulness in her approach and each task is embarked upon with enthusiasm, patience, and creativity. I couldn’t have hoped for a better outcome and thoroughly recommend Simona’s Mindful Copy Agency.”

    - Jacqui Edmiston, Elevate

  • Gain effective strategies that drive engagement

    “I’ve had the pleasure of working with Simona in building my mindfulness and performance business. What was initially an overwhelming process for me, Simona helped me break it down and made it manageable.

    Not just an excellent copywriter, she supports everything with effective strategies that drive engagement, from lead magnates to linked-in webinars. I was able to connect with “my why” in developing my content engagement strategy. She helped me shift my focus from content to drive outcomes, towards content to help others.

    Simona is professional and a joy to work with and I highly recommend her to help you take your mindfulness business to the next level.”

    - Derek Covington, First Water Performance

  • Realize your vision of sharing your passion

    “Working with Simona has significantly helped me on the way to realizing my vision of sharing mindfulness with a wider audience. I chose to work with Simona because in addition to her copywriting and website prowess, she has a personal connection with mindfulness practice.

    Simona’s gift is her ability to mix her passion for mindfulness with her copywriting skills and marketing knowledge. She has an authentic, friendly, encouraging, and energetic presence that makes her a pleasure to work with.

    Simona provided the kind of knowledge and clear guidance I was looking for with website structure and copy. She was creative, timely, professional, flexible, and knowledgeable.”

    - Marilia Marien, PhD, Mindfulness Trainer

  • Uncover your strengths and move forward authentically

    “I did not realize that I needed consulting and marketing strategy until I was up and running for a couple of months. Then it became very clear that I was “shouting into the wind.” I didn’t want to go with just any agency that was going to force me into an inauthentic funnel-frenzy. Nothing is more “mindless” than that .... and it was sooo counterintuitive to my values, message, and approach.

    Simona helped me see where my strengths were and got me pointed in a new, viable, direction. She helped me narrow my target market and provided extremely useful outreach templates, market research, curated marketing content topics and accountability forms. She was patient, intuitive, clarifying and empowering in her approach and directions. She was extremely easy to work with, understood my fears and resistances and helped me move forward in a way that was effective, but also authentic to me.”

    — Karen Vincent, Anchored Meditation

  • Flexible and intuitive within the creative process

    “From the moment I began meeting with Simona, I realized her passion for being a bridge for mindfulness teachers and our need for support in marketing programs.

    Simona embodies a unique blend of personal meditation practice with her vast marketing and writing experience. While holding her work to the highest standards, she is flexible and intuitive within the creative process to complete projects timely.

    It has been a joy and pleasure to work with Simona and benefit from her expert and knowledgeable support.”

    - Allan Goldstein, MBSR Membership

  • "She said exactly what I wanted to say, but more eloquently than I ever could"

    “If you are looking for an incredibly talented copywriter who specializes in Mindfulness, Simona is your girl! I am a new business owner, and I needed some guidance with my website copy. Simona was able to say exactly what I wanted her to say but a lot more eloquently than I ever could.

    Her words are magical! In a matter of weeks, she helped transform my copy and helped me restructure the entire site so it is more user friendly. It was a joy to work with her and I look forward to working with her again in the future on other projects. I highly recommend Simona’s services.”

    — Erin O'Connor, Happy Humans Mindfulness

  • You're in good hands

    "I am so grateful to have connected with Simona. She took time to explore and discuss with me how to attract new clients. She is intuitive and creative in her work leaving me knowing I am in good hands.

    Simona adjusted my website in layout and content to focus on my ideal client. The flow of her writing is wonderful and she makes it look so easy, although it's not to me!

    The difference that her work has made has been incredible so far. She has helped me create a website and articles with flow, ease, style and such professionalism.”

    — Sue Landsberg, Inner Happy

  • Propel your brand forward with powerful marketing materials

    “Collaborating with Simona has been a huge support! She has tremendous knowledge, understanding, and articulation of our messaging. With very minimal direction, Simona was able to help propel our brand forward and create powerful marketing materials and blog posts.

    I appreciate working with Simona because she is practical, knowledgeable, and has marketing savvy. She has a great balance of drive, intuition, business savvy, and true heart. I have absolutely loved working with her, being supported by her, and I feel that Anchor has benefitted greatly from her know-how, drive, compassion, knowledge, and open-heartedness!”

    - Kelly Ryan, Anchor Meditation

Whether you’re looking for a marketing expert to plan your next launch, a copywriter to write your blogs, e-books, emails, social media posts,
or a ghostwriter for your next book, let’s chat to see how we can partner to
get you more clients.

Download the Ultimate Marketing Guide for Financial Advisors

Learn our top strategies to attract clients, build your online presence, and stand out in today’s competitive market.