MGAs & RIAs: Work with Me
Enhance Your Value to Advisors
What if you could fast-track your advisors’ success? Help them attract more clients? Better clients? All without taking up more of your time?
Enhance Your Value to Advisors
What if you could fast-track your advisors’ success? Help them attract more clients? Better clients? All without taking up more of your time?
Hiring a full-time business development and marketing expert is a significant commitment.
I specialize in financial advisor marketing, providing tailored solutions to overcome industry challenges.
We can grow a rich program together while meeting the needs of your advisors. Let me support you and your advisors while ensuring their loyalty to your firm.
Firms that combine referrals with targeted marketing (such as niche and attraction strategies) attract new clients at 2.4X the rate of other firms.
The Winning Strategy
Designed exclusively for the advisor who's ready to revamp their online presence without the stress.
Discover a profitable niche
I work with your advisors to find who they can best serve and their true needs, so they can stand out.
Clearly communicate their unique value
I help your advisors to establish authority with distinct positioning and compelling messages.
Unlock their highest performance
I provide your advisor with a custom strategy and marketing funnel to scale their efforts.
The Message Makeover
For advisors fed up with their blah, indistinguishable online persona.
Stand out to their ideal clients
Participants engage in interactive discussions and craft a unique brand that resonates.
Command attention with their message
Participants receive expert advice with what to say and to whom to say it to.
Establish their brand as one-of-a-kind
Participants learn from my real-world case studies and are taught how to attract dream clients and showcase their expertise.
Additional Options
I understand that your time is both scarce and valuable. To support your advisors effectively, I offer a range of additional options, including:
Group Sessions
Engage your advisors with industry-specific topics and challenges.
Video Content
Access an informative video library covering various strategies.
Workbooks
Provide comprehensive actionable exercises and templates.
Seminars
Attend networking events led by industry experts.
Train-the-Trainer Programs
Equip your development managers with effective training skills
Customized Services
Customized versions of my services can be made available to your advisors based on the criteria that you select.
Natalie accommodated my needs and tailored her services to my unique business and circumstances. Working with Natalie is like speaking to a marketing professional who has been a financial advisor. She gets our industry and wants to see you succeed. My favorite part about working with Natalie was her line of questioning and word smithing. When you're ready to focus on your ideal clientele, Natalie will help position you as an expert rather than a generalist like every other advisor.
Brandon Chapman, CFP CLUPrincipal SaaS Wealth Insurance and Founder of AdvisorFlow 
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 Natalie 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 ManagerInitiatives & 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. 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 
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Natalie accommodated my needs and tailored her services to my unique business and circumstances. Working with Natalie is like speaking to a marketing professional who has been a financial advisor. She gets our industry and wants to see you succeed. My favorite part about working with Natalie was her line of questioning and word smithing. When you're ready to focus on your ideal clientele, Natalie will help position you as an expert rather than a generalist like every other 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 Natalie 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.
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.
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.
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Stop chasing clients and start attracting them with the power of strategic expertise and a personal brand.
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