Bringing your business to more people

…so you can leave a greater legacy and impact while growing your revenues and reducing risk.

Too many companies in financial services aren’t using marketing strategically enough to reach as many new clients as they could…

They become too busy to think about marketing, they don’t have a marketing department, their marketing department lacks leadership, or their marketing team consists of their opps support occasionally posting on social media.

This leads to not getting in front of as many people as they could, and therefore missing out on potential new clients and losing them to competition.

It’s time to change that.

What you need is marketing strategy AND leadership so that you can actually see results in your marketing without sacrificing YOUR precious time.

Get marketing expertise and leadership from a Certified Financial Planner (CFP®) who gets you and your clients.

I’m Simona, a Certified Financial Planner (CFP®) turned fractional Chief Marketing Officer (CMO), marketing strategist, copywriter, and ghostwriter.

Drawing on my eight years of experience as a financial advisor, I support others in the wealth management and financial services industry by creating marketing assets that yield a solid ROI for years to come.

Because you (or your team) shouldn’t have to sit in front of the computer till midnight and sacrifice your freedom to consistently get more clients from your online marketing efforts…

Let’s work together and help you deepen trust with clients and prospects while growing your AUM as you:

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

✔️ 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.

Get in touch to get your financial advisor marketing strategy in place and start seeing more results from your marketing!

SCHEDULE A CALL TODAY

Want to partner or have Simona speak
at your next event, podcast, or summit?

I’m happy to share insights and tips in:

  • Strategic marketing to reach more people online

  • Mindful copywriting to connect with more people through your words

  • Creative writing to overcome writer’s block and publish your first book

  • & other topics to support you and your business growth.

Get in touch below.
Let me know what you’d like to chat about and I’ll send you a link to schedule a call.