Turning Advisors

Into Authorities

I help financial advisors solving the question of what they should be saying and to whom through brand & marketing strategy so they can reach their business goals and change lives.

Attention Financial Experts! It’s Time.

It's time to stand out and showcase what sets you apart. I'm here to help you discover your niche, craft your messaging, and attract your ideal clients. And it's time to embrace the era of behavioral finance and take your business online. 

Because when you're a financial advisor, becoming an unforgettable trusted authority leads to some pretty amazing outcomes:

  • Engage in meaningful work with clients you truly connect with.
  • Build a powerful thought leadership platform to share your expertise.
  • Enjoy shorter sales cycles, higher fees, and the flexibility to grow your business on your terms.
  • Make a real impact and form relationships that change lives for the better.

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 Dunseith

Insurance and Registered Disability Savings Plan (RDSP) Advisor

Natalie is an expert in finding solutions for branding and positioning her advisor clients. Her strong emotional intelligence and determination for a deep understanding of her clients' audiences enable her to develop creative solutions that drive success in the market.

Working with her is truly a pleasure as she brings such creative energy into everything she does. Natalie is a valuable asset for any advisor who chooses to work with her.

Jen Anderson

Initiatives Manager,

Initiatives & Development at Canada Life

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 for our clients. 

Natalie has a deep understanding of the needs and preferences of advisors. She’s an impressive strategic thinker with the ability to deliver results on tight deadlines.

Chris Venn

Head of Advanced Markets,

Financial Horizons

Hi, I'm Natalie. 

I’m the only brand strategist in advisor marketing that offers to help advisors discover their niche, craft their positioning and tell their stories to get more ideal clients. I empower advisors across Canada and the United States who are ready to grow their online presence in the era of behavioral finance.

I’m on a mission to help financial experts like you succeed. Whether you’re an independent RIA, an insurance agent, a broker-deal rep, or a fee-only advisor, I have the experience in advisor marketing and expertise in agile strategy to help you get where you want to be. 

With over a decade of financial services marketing expertise, I’ve worked with some of the top advisors in North America and big brands such as IKEA, Holt Renfrew, Best Buy, 7-Eleven and Nordstrom. My specialty is helping new, independent and transitioning advisors establish their expertise strategically and build a personal brand that connects with their ideal clients. It’s more than work for me, it’s personal. 

3 Ways To Work With Me

For advisors fed up with their blah, indistinguishable online persona

Let me help you improve your marketing and attract more ideal clients with my compliance-friendly online marketing strategies and personal branding techniques. 

Simply generating leads is for the average advisor. Don’t settle for average - generate the RIGHT leads. 

Done For You Experience 

Designed exclusively for you, the advisor who’s ready to revamp your online presence without lifting a finger.

Group Workshop Experience 

I'll work with you every step of the way, helping to define your unique identity and positioning in a live and intimate group of your peers. 

Self-Guided Experience

Masterclasses, templates and copywriting swipe files to help turn you (& your ops team) into a marketing machine.

Transform your biz into the powerhouse it is meant to be.

You know that to truly succeed in this business, you need to stand out from the crowd and show the world what sets you apart. And that's exactly where I come in! 

What is brand strategy?

It’s a plan for how to make you into a successful brand by being unique, noticeable, and appealing to your ideal client.  

What do I do?

I help you define your niche and unique value proposition, craft a distinct brand, and develop a marketing plan that will have your ideal clients beating down your door. No more stress, no more uncertainty - just you, owning your awesomeness and attracting the right clients with ease.

So what are you waiting for? Let's get started on your transformation today!

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