You know where you should invest your money.
But do you know where you should invest your TIME if you want to grow your business?
Take this 90-second quiz to find out!
Turning advisors into authorities
Hi! I’m Natalie, a brand strategist helping new, independent, and transitioning advisors across Canada and the United States establish their expertise, build their brand, and connect with their ideal client. I’m the only brand strategist in advisor marketing focused on helping advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients.
The Winning Strategy
Discover a profitable niche you can best serve.
Together, we’ll find who you can best serve and what they’re really feeling with my easy-to-follow 3-step process, so you can stand out from the crowd.
Your unique value finally made clear.
With me by your side, you’ll be an undeniable authority in your clients’ minds with unique positioning and messages that lead your ideal clients to act.
Unlock your highest performance yet.
Scale your efforts with the custom strategy and marketing funnel you need to grow and monetize your personal brand and online presence.
What an amazing experience I had with Natalie that truly changed the way I think about my business. I struggled to connect with my audience and create meaningful content. Natalie's expertise in branding and content strategy transformed my approach. With Natalie's guidance, I gained clarity on my niche and developed a powerful message that resonates with my clients. She helped me incorporate my personal story, creating an emotional connection with my audience.
Billy Zerillo, Vice PresidentTerraWealth 
I felt like I had an idea, and I didn’t know what to do with it. Natalie helped me take my vision and get specific and intentional about it. She taught me how to go online to share that message in a targeted and engaging way. More so than I ever would have on my own.
Eldon DunseithInsurance and Registered Disability Savings Plan (RDSP) Advisor 
Thanks to Natalie, I now have a roadmap for reaching and converting my ideal prospects. Since our time together, I've experienced a significant increase in prospects reaching out, and my confidence in those interactions has soared. If you want to get serious about building a business that attracts the kind of clients you actually want, Natalie leads you through a structured process to identify your ideal clients, ensure there's a viable market, and create a roadmap for reaching them through your marketing and sales efforts.
Gus KristofersonMoney on the Mind LLCMoney on the Mind LLC 
In defining my niche I’ve defined my purpose as a financial advisor and overall career & life purpose. And once you have that, everything is so much clearer. I know exactly what messages to deliver to those people and how I should focus my time to do that. Now it’s head down and trust in the process, but it’s taken a lot of ambiguity out of it
Bryan Huhn, CFPReflective Wealth 
Natalie can do it all! I had the pleasure of working with her on several branding and marketing campaigns. She really understands how to target a niche client group for top advisors in North America. From start to end, she expertly managed all aspects of the campaigns, including the content creation and messaging strategy, resulting in increased sales. Natalie knows what it means to be a team player. Her role in branding retirement & savings programs added long-lasting value to our clients.
Chris Venn, Head of Advanced MarketsFinancial Horizons 
Natalie played a key role in helping clients exceed their goals through strategic marketing insight. She is well-versed in the intricacies of compliance for our industry and collaborated effectively with plan sponsors, business partners, and digital, creative, legal and compliance teams to develop unique marketing strategies that met the differing needs of our clients
Meagan Davies, Marketing SpecialistClient Marketing Strategies at Canada Life 
Previous
Next
What an amazing experience I had with Natalie that truly changed the way I think about my business. I struggled to connect with my audience and create meaningful content. Natalie's expertise in branding and content strategy transformed my approach. With Natalie's guidance, I gained clarity on my niche and developed a powerful message that resonates with my clients. She helped me incorporate my personal story, creating an emotional connection with my audience.
I felt like I had an idea, and I didn’t know what to do with it. Natalie helped me take my vision and get specific and intentional about it. She taught me how to go online to share that message in a targeted and engaging way. More so than I ever would have on my own.
Thanks to Natalie, I now have a roadmap for reaching and converting my ideal prospects. Since our time together, I've experienced a significant increase in prospects reaching out, and my confidence in those interactions has soared. If you want to get serious about building a business that attracts the kind of clients you actually want, Natalie leads you through a structured process to identify your ideal clients, ensure there's a viable market, and create a roadmap for reaching them through your marketing and sales efforts.
In defining my niche I’ve defined my purpose as a financial advisor and overall career & life purpose. And once you have that, everything is so much clearer. I know exactly what messages to deliver to those people and how I should focus my time to do that. Now it’s head down and trust in the process, but it’s taken a lot of ambiguity out of it.
Natalie can do it all! I had the pleasure of working with her on several branding and marketing campaigns. She really understands how to target a niche client group for top advisors in North America. From start to end, she expertly managed all aspects of the campaigns, including the content creation and messaging strategy, resulting in increased sales.
Natalie played a key role in helping clients exceed their goals through strategic marketing insight. She is well-versed in the intricacies of compliance for our industry and collaborated effectively with plan sponsors, business partners, and digital, creative, legal and compliance teams to develop unique marketing strategies that met the differing needs of our clients.
Previous
Next
Stop chasing clients and start attracting them with the power of strategic expertise and a personal brand.
Subscribe now to receive exclusive insights, valuable tips, and proven strategies delivered directly to your inbox. Join our community of new and transitioning advisors who are taking their businesses to the next level.
