Work with Me: The Winning Strategy

Reinvent the way you show up online, with all the hard work done for you.

With my 1:1 personalized advising program on brand strategy, I help you effortlessly grow your online presence, become an authority, and generate the RIGHT leads.

Reinvent the way you show up online, with all the hard work done for you.

With my 1:1 personalized advising program on brand strategy, I help you effortlessly grow your online presence, become an authority, and generate the RIGHT leads.

Natalie writing in a notebook

Unleash Your Potential

The Winning Strategy is a 1:1 personalized advising program where I work with you to discover your niche, create an audience profile that’s tailor-made for your business, define the ideal market positioning, and craft brand messaging that will make your business stand out. But I’m not just going to leave you hanging there. I’ll also recommend marketing tactics and success metrics to help you enhance your brand differentiation and improve sales.

The Winning Strategy Benefits

Money

We focus on ways to increase capacity to onboard more ideal clients a year which increases your revenue.

Time

A better lead quality ensures you can focus on the right things for your current clients while maintaining efficiency as you onboard clients who want your brand of specialty.

Energy

A custom digital marketing plan that ensures quality over quantity in your outreach activities, while still allowing an increase in capacity.

Conversion

Receive guidance to effectively differentiate your brand, create a distinct image in the minds of your ideal clients for improved sales and a strong marketing presence.

Engagement

Deliver clear and cohesive brand messages to your clients, driving business success and building strong relationships with your audience.

Visibility

Gain visibility and your audience’s trust to remove any doubt that you’re the advisor they need and generate more leads, faster.

Insight

Get valuable insights to understand your ideal client’s needs, uncover what your niche is truly thinking and feeling and understand their desires, motivations, and behaviour.

Peace of Mind

Relax while I put together a Growth Playbook with everything writers and designers need to understand you and your brand, maintain brand consistency, and achieve your marketing goals.

Flexibility

No matter whether you decide to work with my team to implement the recommendations or not, I won’t add to the bajillion things already on your plate.

Discover 'The Niche Funnel™' to Triple Your Traffic.

This framework flips the traditional funnel on its head. By targeting your efforts towards a niche market from the start, you’ll save time and resources while closing deals with more of the right clients. What’s more, you’ll not only capture the interest of your niche audience but also GAIN traction and authority outside your niche. Are you ready to level up your game and show the world just how amazing you and your financial services are?

Define and dominate your market niche!

Natalie smiling and leaning on a desk

What You Can Expect

Personalized Guidance: Tailored 1:1 step-by step guidance and personalized marketing to fit your unique needs.
Efficient Pre-assessment: Quick questionnaire to investigate your voice across all channels and sync up faster so we can dive into impactful strategies asap.
Comparative Review: Shared space for a comparative review of your existing and new materials to showcase improvements and reinforce your unique value proposition.
Convenient Access: Accessible portal to review your transcripts, recordings, and draft brand documents at your convenience.
Strategic Advising Calls: One-on-one personal advising calls for 8 weeks to discuss proven options to reach your niche and usher in the tactical ideas that make the most sense.
Accessible Support: Unlimited email support during the program to track progress in real time and get clarity on what’s working faster. I’m here to answer your questions and provide ongoing support throughout the program.

What You Walk Away With

Comprehensive and fully custom brand strategy Growth Playbook outlining strategic recommendations tailored to your unique business needs.

Everything writers and designers need to understand you and your brand, maintain brand consistency, and achieve your marketing goals. By the end of this experience, you’ll be armed with everything you need to take your business to the next level!

Defining
Your Brand

Identifying your brand character so you can reach the right people with the right message

Your brand snapshot
Your brand story
Your audience profile
Your transformation statement
Your values & beliefs

Positioning
Your Brand

Crafting your brand strategy so you enhance your differentiation and improve sales

Your differentiation statement
Your value proposition
Your tagline
Your headline
Your signature framework
Your signature offer

Launching
Your Brand

Creating a brand experience that moves prospects and clients through your funnel

Your objective
Your target audience
Your approach
Your key message
Your tactics
Your timeline
Your 90-day action plan

Natalie Hales smiling

Exclusive Bonus: Get a Personalized Advising Session for Free!

You’ll receive a bonus advising session within 30 days to discuss next steps and any questions you may have.

Natalie Hales smiling

Exclusive Bonus: Get a Personalized Advising Session for Free!

You’ll receive a bonus advising session within 30 days to discuss next steps and any questions you may have.

Inspiring Success Stories

Learn exactly how my program changed the game for financial advisors just like you in these real-life case studies!

Natalie Hales smiling and sitting on a couch

Would you like results like this? Would you like:

• A deep understanding of your ideal client?

• Crystal-clear clarity on how to stand out in the market?

• Strategies to boost sales and win over more customers?

• A plan for continued growth and improvement?

Schedule a call with me now to see if my program is a good fit for you!

How It Works

Brand and marketing strategy work designed exclusively for you, the advisor who’s ready to revamp your online presence without the stress.

The Niche Phase

In the Niche phase, we will discover your skills, passions, and interests, define your mega market, market segment, and market niche, and clarify your ideal client avatar and their needs.

The Messaging Phase

In the Messaging phase, we will craft your positioning. We’ll create your purpose, value, story, transformation, messages, and client roadmap.

The Strategy Phase

In the Strategy phase, we will consider your objective, strategy, and audience, identify your thought leadership pillars, and craft your 12-month outreach and 90-day action plan.

And the best part?

You can relax while I put together a strategic document that has everything writers and designers need to achieve your marketing goals and maintain brand consistency.

No matter whether you decide to work with my team to implement the recommendations or not, there’ll be no extra burden on your already-busy schedule. Marketing made easy!

Frequently Asked Questions

You’ll receive a digital copy of your brand strategy Growth Playbook that clarifies your brand strategy and marketing action plan. We’ll discuss how to implement it with your team or mine. No matter what, I won’t leave you in a lurch. I’ll be on board to help you reap the full rewards of our work together.

We start our work together finding the most perfect and profitable niche for you, but I understand investing in your business is a big decision. If, for any reason, you are not satisfied within 14 days of our start date, I’ll refund your payment in full. No questions asked.

When you hire me, you’re protected by the ‘Brand Strategist Who Gives a Damn Guarantee’. All my engagements come with a guarantee simply because I care about you, your business and your success. This guarantee means I cap myself to only work with 6 advisors at a time so you’re benefiting from me at my best.

We book our sessions far enough in advance to ensure we’re both able to dedicate the time, but sometimes those real & rare emergencies happen. In the case of one of these, we’ll get back on track as soon as possible. Giving my best to advisors who need me is incredibly important to me, so out of respect for all my clients I keep to my schedule and ask that we don’t extend our original dates outside of those real & rare emergencies.

If you’re looking to turn prospective clients into actual clients, you’ve been in the business a few years and have worked with a variety of people, let’s chat! At this point, you’ll have the experience we need to help you find your ideal clients with my signature framework, The Niche FunnelTM  that can help you move forward in your business.

When you feel exhausted with your DIY efforts and are overwhelmed with all the choices out there. You don’t need to go it alone. I help advisors be seen as experts within their niche using an accelerated approach to guide advisors’ personal brands & online growth and move from strategy to activation in just eight weeks. 

You may feel like you’ve tried everything, but you’re in the weeds and that makes it hard to make decisions for your business. An outside perspective is needed.

About 90 mins a week for 8 weeks. We talk, I do the work. Nice, eh? This program was designed exclusively for you, the advisor who’s ready to revamp your brand & online presence without the stress. 

Does this sound like you?

 

You are in an entrepreneurial position in a small firm.

You long to really make a difference.

You want more control over your engagements.

You love money not primarily for what it can buy, but because of the freedom it affords.

You care more about doing the right thing than about making everybody love you all the time.

You believe future proofing is like mowing the lawn, it’s never quite done for good.

You’re always reaching a little bit further than your competence would suggest you should.

You’ve reached a respectable level of success but feel there’s another level that’s yours for the taking.

 

If so, I help financial advisors and firms like yours stop throwing spaghetti against the wall and have an expert do the analysis that’s needed to discover and attract their ideal client. 

You may think you’ve defined your niche, but if you’re still wondering how they think and feel, you haven’t gone to the level of depth we’ll do together and that you really need to grow your book of business consistently. This work never really ends for any of us.

My program is designed to propel financial advisors like you to new heights of success. I work with advisors all over the United States and Canada and engagements start at $5,995 USD. The only program of its kind specifically for financial advisors, this limited-time pricing ensures you receive unparalleled expertise, personalized guidance, and strategies tailored to your unique needs.

I work with RIAs and MGAs a little differently, CLICK HERE to book a coffee with me to chat about a unique agreement.
Natalie Hales smiling on a couch

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. If you’re up for 30 mins of social time, let’s chat virtually over coffee and see if we’re a fit for each other.