Marketing Strategy Consultant for Financial Advisors

What if…

… you could find a way to love marketing?

Imagine marketing feeling as natural—and enjoyable—as talking to a friend.

That's what my Natural Expression Marketing (TM) approach will do for you.

Natural Expression Marketing turns the marketing industry's paradigm upside down.

It doesn't "target a market." It connects naturally with the people you love working with.
It doesn't "sell to the market." It enriches the lives of your clientele through services they trust you to provide.
It doesn't aim to "beat the competition." Its guides you to define and communicate what's distinctive about you. Competition becomes nonexistent because only you are you.

Natural Expression Marketing is an approach you can embrace with ease. It lets you be your authentic self as you put your business and yourself “out there.”

What Would You Do in Natural Expression Marketing?

The Natural Expression Marketing approach guides you through the steps of Be, Connect, and Enrich.

* 1 * Be distinctive

You’re a distinctive person, not a finance robot.

You'll develop your distinctive positioning. Your ideal clientele will know you're the advisor for them.

* 2 * Connect naturally

Your clientele are people with dreams, not a “target market.”

You'll connect with them in the natural way of building relationships. They'll actually want to talk finances with you and pay for your services.

* 3 * Enrich lives

It takes money to fund dreams. You'll position yourself as their Dream Funder(TM).

Imagine your ease in acquiring and retaining your ideal clientele when you've inspired — and enabled — them to live their dreams.

Along the way, you're funding your own dreams, too!

What Clients Say

I had no idea that it could be so simple!

I tapped into the unique experience I offer my clients.

Marylyn’s program taught me that it doesn’t have to be so complicated to get my message out there. But it does need to be in my own voice! She supported me in discovering my authentic voice every step of the way. I had no idea that it could be so simple! With new clarity about my message and myself, potential clients are becoming paying clients. Best of all, I am doing what I love to do!

— Cheryl Hutto, Coach, Support for Care Partners, CherylHutto.com

I tapped into the unique experience I offer my clients.

Marylyn’s program asks you to dig a little deeper to understand your “why” - why you do what you do, what brings you joy, and how that translates into serving others. With her questioning guidance, I was able to tap into what to me is so second nature that I didn’t realize what was special and unique about myself. It’s just who I am…and that’s exactly the point…The process has got me thinking more creatively about how to package my services and where to go from here.

- Carolyn Smith, Embodied Movement Therapy,

CarolynSmithLMT.com

Service Packages

Your Distinctive Opportunity

You want to be a distinctive advisor but don't know where to start? Get an assessment of how you currently present yourself and your business. We'll identify specific areas to adjust for immediate impact.

Format: Asynchronous analysis of your marketing content followed by a video recording and summary report of findings.

Yes, tell me what to adjust

Your Distinctive Reputation

Your desired clientele doesn’t realize you’re a great fit for them. We'll define the distinctive experience they can expect with you so you'll become known as you want to be known.

Format: 1/2 day workshop delivered virtually.

Yes, I want strategic brand positioning

Your Distinctive Message

When asked "What do you do?" your answer doesn't fire people up to learn more. We'll dig deep into what only you can do so your answer creates a lasting impression.

Format: Individual or small group program. Six sessions delivered virtually.

Yes, I want a compelling message

Dream Funders' Mastermind

You want to enhance your professional life through associating with other inspiring individuals. We'll meet regularly as a small group of motivated and creative financial advisors who are dedicated to providing honest, constructive, and confidential feedback to each other for mutual benefit.

Format: Semi-monthly virtual meetings. Cohorts limited to 8 members. One year duration. By application only.

Yes, I want to continuallly level up

This Is for You If …

* You see prospects' eyes glaze over when you talk financial services.

* You go to networking events, but people don't remember you later.

* Your rate of referrals from current clients needs improvement.

* Potential referral partners don't know exactly how to refer you.

* Your current clients too often decline additional services.

* You want to work with people you enjoy spending time with.

* You want to use your expertise in a way that's fulfilling.

* You're tired of wasting time and money on marketing with low ROI.

* You're ready to invest in yourself to build your clientele naturally.

Work with Me

Natural Expression Marketing is my signature approach for Financial Advisors.

I offer workshops, private consulting, group programs, and a mastermind.

Book your complimentary Discovery Call with me. Together we'll figure out what works best for you.

Book Your Free Discovery Call

What Do You Love about Your Business?

What if…

What Would You Do in Natural Expression Marketing?

What Clients Say

I had no idea that it could be so simple!

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

Service Packages

Your Distinctive Opportunity

Your Distinctive Reputation

Your Distinctive Message

Dream Funders' Mastermind

This Is for You If …

Work with Me

Let's Talk

What Do You Love about Your Business?

What if…

What Would You Do in Natural Expression Marketing?

What Clients Say

I had no idea that it could be so simple!

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

I tapped into the unique experience I offer my clients.

Service Packages

Your Distinctive Opportunity

Your Distinctive Reputation

Your Distinctive Message

Dream Funders' Mastermind

This Is for You If …

Work with Me

Let's Talk

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