Your Advisory Firm is Unique.
Your Marketing Should Be Too.
You're an expert at managing wealth, but marketing your independent RIA shouldn't feel like a second full-time job. I help advisors cut through the overwhelm with clear, custom strategies to reach your ideal clients.
Marketing Doesn't Have to Be Complicated
As an independent RIA, your primary focus is taking care of your clients and managing their wealth. But when it comes to managing your firm's growth, things can start to feel frustrating.
Does any of this sound familiar?
The Referral Waiting Game: You’ve built an amazing foundation through word-of-mouth, but referrals are inconsistent. You know you need a reliable way to reach potential clients that doesn't rely entirely on someone else making an introduction.
The "Cookie-Cutter" Agency Trap: You may have hired marketing help in the past, only to be handed generic financial templates. They didn't really get your business, your compliance constraints, or your unique vision - leaving you feeling like you wasted time and money.
The Sinking Feeling of Frustration: You know you need to be visible online to attract the next generation of wealth, but there are too many options. It's hard to know exactly where to spend your time, energy and marketing budget.
Here’s the truth: Your advisory firm is unique, and so are your clients. You don't need the same marketing plan (or budget) as the big mega-firms, and you don't need to be on every single platform.
My philosophy is simple: Every business is unique, and your marketing plan should be too. Let's sort through the options and figure out what will actually work for you.
Proud to Support Independent Firms Like Yours
How We Can Work Together
Stop guessing where to spend your marketing energy. Whether you just need a sounding board to get you unstuck or a comprehensive plan for the year, I offer straightforward solutions designed for the realities of running a wealth advisory firm.
1. The Marketing Strategy Power Hour
Need clarity right now? Let's take your list ideas and turn them into an actionable plan.
In this 60-minute session, we’ll take a look at everything you’re currently doing. You bring the brain dump of ideas, and I will help you organize them so you know exactly what deserves your attention.
The Takeaway: You will walk away with 3 to 5 highly specific, tangible steps you can take right now to attract and convert ideal clients. You'll finally have peace of mind knowing you are focusing on what actually matters.
2. The Marketing Success Roadmap
Ready to stop winging it and get a clear, step-by-step strategy for growth?
If you want an expert guide to help you figure out what to focus on (and how to avoid "shiny object syndrome") this 8-week deep dive is for you. We’ll look at what’s working, fix what isn't, and build a custom plan that fits your firm. We'll identify exactly who your ideal clients are and figure out what kind of content will genuinely resonate with them.
The Benefit: You get a practical, repeatable marketing system that makes sense for you. Plus, because having a plan is only half the battle, I can stay on as your Marketing Guide to provide support, feedback, and accountability so you actually get it done.
What Advisors Are Saying
“Thanks to Kristi we were able to get a marketing program in place to get the word out about our Firm. It was pleasure working alongside her and I am indebted to her for helping us build a strong foundation that allowed us to create an internal team.”
Ready to take control of your firm's growth?
Your future best clients are looking for an advisor just like you. Let's make it easy for them to find you.
Stop Stressing Over Marketing.
Let's build a customized, uncomplicated plan that works for your unique firm.