Marketing Advisor for Financial Advisors

You want your financial advice business to be noticed as the go-to experts in your corner of the money world.

But you're not sure how to communicate your value and you're marketing aimlessly (if you're doing any marketing at all).

It's time to eliminate the 'what ifs' of winging it.

Connect your marketing dots

  • Pull in the kind of clients who are just right for you.

  • Set your business apart from the masses; don't just blend in.

  • Direct your marketing energy where it'll work the smartest for you.

Hi! I’m Lisa.

I hear you, marketing is a beast!

The sheer volume of marketing methods can twist anyone's brain into knots.

Then there's the alphabet soup of CTA, CTR and SEO.

Toss in the reality that many out there still don’t grasp the full picture of what financial planning can do for them.

...And that's the cue to crank up the stress levels and wave the red flag.

Good news. The beast can be tamed.

I've developed an industry-specific process built over two decades of working with financial advice businesses.

So, instead of going around in circles, you can clear up the clutter and turn your guesswork into a game plan that builds authority, lands loyal clients and sparks referrals.

  • Lisa has taken our branding and target market messaging to a new stratosphere. We couldn’t have got to where we are now as quickly and successfully as we did without her expertise and guidance … simple as that.

    Shane Hayes | Family Aged Care Advocates

  • If you want someone to help you unlock and draw out that knowledge you have inside to get crystal clear on your message and to bring your brand and marketing to life, I couldn’t recommend Lisa more.

    John Manserra | Apex Advice

  • We are mindful that you are providing a different experience for us and we are truly blown away by the quality of your work, enthusiasm and general levels of productivity!!!

    Whenua Oner | Family Aged Care Advocates

  • Lisa is a breath of fresh air and I recommend you have a chat to her to see how you can change the way you market to your ideal clients.

    Geoff Ivanac | Real Life Financial Planning

  • She is very passionate about what she does and understands the positive impact that financial advice can have on the lives of others. We are huge fans and believe that working with Lisa has significantly increased the value that we deliver for our clients.

    Luke Dalziel-Don | WealthFit

  • All I can say is I have goosebumps. We're happy with what you've been able to draw out of our brains because that's the hardest part. Sometimes, it's taking what's in our head and actually articulating it in words. That's the part that we can't do.

    Nat Lidestri | Denaro Wealth & Denaro Link

 

Work with me

  • Marketing Spark

    Marketing strategies and plans for action-taking financial advice businesses.

    Are you going around in circles with your marketing and are unsure where to direct your time and money? Or maybe you're pivoting the direction of your business and need help mapping out the steps so you don't spend the next six months trying things that don't work.

    The Marketing Spark is a half-day intensive where we dive into your current marketing efforts, who you love to help and what you want to achieve. The outcome is a plan of action, with practical recommendations to move you forward on the straightest path to success.

    Ongoing coaching is available to keep you accountable as you implement the plan.

    Not sure if the Marketing Spark is right for your business?

    Book a Zoom chat to figure it out.

  • Marketing Workshops and Speaking

    For licensees and financial planning groups.

    Are you looking for ways to help your advisors come unstuck with their marketing? Or need an injection of fizz and bubbles for your conference or team building event?

    I can custom-create a virtual or in-person workshop to suit your learning outcomes and audience.

    I love distilling marketing into clear, digestible insights with zero fluff and a practical approach.

    If you would like discuss your upcoming event, book a Zoom call and let’s chat!

  • Brand and Message Makeovers

    For financial services businesses building a new brand or reenergising an existing brand.

    Our creative collaboration - Brandover® - takes the bland out of financial brands. We build financial advice and mortgage broking brands— including brand strategy, messaging, logo and identity design, website design and build and all copy— for financial advice and mortgage broking businesses with 1-3 decision makers.

    For more information, click here.

Book a Zoom chat →

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Marketing, like financial planning, isn't a sprint; it's a consistent, steady race that needs a solid foundation, smart strategy and streamlined systems.