capabilities & services

  • marketing.

    Integrated marketing strategy | Creative campaign development | Campaign management | Paid digital media strategy | Industry media relations | Industry sponsorship & event activations/strategy | Sales enablement | Account-based marketing | Client communications

  • brand.

    Standout brand messaging strategy | Value proposition development | Visual rebrands | Internal brand rollouts | Brand integrations | Creative direction | Brand standardization

  • content.

    Global content strategy | Website content strategy & copywriting | Editorial & thought leadership strategy | Ongoing content creation | Collateral copywriting | Strategic content repurposing | Pitch decks | Byline creation | Award entries

  • leadership.

    Marketing department leadership | Team management | Organizational structure | Contractor sourcing | Budget formation | Strategic development & executive buy-in | Measurement frameworks | Process development

Let's talk

easy peasy packages

there are plenty of ways to combine my services, but these are some of the easiest and most flexible.

  • From messaging platform to content pillars, logos to visual execution across all media, if you’ve been wanting to do a rebrand but didn’t want the hassle, this is your time to get it done in one go. Includes:

    RESEARCH

    • Stakeholder/client interviews

    • Current brand audit

    • Competitor analysis

    IDEAL CLIENT PERSONA DEVELOPMENT

    MESSAGING STRATEGY

    • Value proposition

    • Positioning statement

    • Brand promise

    • Brand attributes

    • Brand boilerplate copy

    • Content pillars

    VISUAL BRAND DEVELOPMENT

    • 2-3 logo options with execution examples

    • Completed brand style guide

    • New PPT template

    • Canva templates for social media

    • Simple website re-skin

    • Redesign of 3 collateral pieces

    COPYWRITING

    • Rewriting up to 5 website pages per the new, approved messaging strategy

    • Rewriting up to 3 collateral pieces per the new messaging strategy

    COST: $25,500

  • Let’s define your ideal client persona, core message, platforms, offer, budget and campaigns. It’s perfect clarity for RIAs trying to grow organically, firms looking to recruit new advisors, or wealthtechs/custodians selling into the RIA space. Includes:

    DISCOVERY

    • Stakeholder/client interviews

    • Current marketing audit

    • Competitor analysis

    IDEAL CLIENT PERSONA DEVELOPMENT

    CONTENT & MESSAGING STRATEGY:

    • Value proposition

    • Content pillars

    • Content mission statement

    • Thought leadership/editorial strategy/calendar

    CAMPAIGN CONCEPT

    CHANNEL STRATEGY & BUDGET

    EXECUTION PLAN & SCHEDULE

    TIMEFRAME: 30 Days

    COST: Starts at $5,500

  • Think of these as those major marketing projects that come up once or twice a year. They take over all your time and spread your team thin on everything else.

    I’ll spearhead one-time long-term projects — including product launches, market research projects, major content builds, new campaigns, event management, and more.

    COST: Starts at $3,000/month, minimum of 3 month engagement

  • 3- to 6-month engagements to help build out your marketing department, elevate your marketing function, or focus your growth team around an effective strategy and get the moving in the right direction.

    This will likely include a full strategy build, and execution of multiple projects along the way.

    COST: Starts at $5,000/month for 20 hours/month, minimum of 3-month engagement