I originally got my start in the financial services industry in 1994 when I started working within an independent broker/dealer. In this role, I recruited and launched new advisors, conducted compliance reviews, created marketing pieces, supported clients and managed large-scale events. After that experience, my husband and I moved on to launch a our own financial advisory practice from scratch, which we later sold to another advisor.
My experience in the financial services industry revealed my true gift: growing a business and helping others do the same. Realizing I had this passion then led me to dive into professional services marketing and entrepreneurship in 2007 – and I haven’t looked back since.
A business catalyst through and through, I can help you envision your firm’s growth—and connect you with the people on my team to make it happen. Think of me as your key strategist, accountability coach, marketing guide, and business connector for helping you achieve your growth goals.
Know the difference between sales and marketing. Sales is about asking questions while marketing is about making statements. Sales without marketing is too hard and marketing without sales is too expensive.