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Frequently Asked Questions

How long can a partnership last?

As long as you want! Some clients have been in the program for years. The program does have a minimum 6 months commitment for effectiveness. 

Why do your programs include multiple services together?

Digital marketing requires multiple channels and touch points to work together seamlessly in order to effectively funnel in new leads. Your social media, website, emails, etc. are all important pieces of that funnel and the consumer journey. It all must work together.

What if I already have someone handling parts of my marketing?

No problem. We can work together to ensure all efforts are working together toward one goal - bringing in leads! If this is a staff member, we can talk about what they could possibly delegate, allowing them to focus on other efforts within your business.

Will I own my marketing assets?

Yes! No gatekeeping here. You will have full ownership and access to all your marketing assets. For example, if we build your website, it will be on your own account, whether that be GoDaddy, Wix, WordPress, etc. I will simply manage the account for you to keep everything updated. You will also have access to all design files for anything we produce, access to Canva templates we create, and more. 

Can I work with you if I’m not a financial professional?


Of course! If you are a service-based business in need of marketing assistance, if we vibe, and if I believe I can truly help you, then, yes, I will certainly work with you 1:1 to help you build a strong digital presence that wins leads!

Does your program require me to pay extra for web design, graphic design, etc? 

No! If working with me 1:1 everything you need is done for you. No extra costs. No hidden fees. If you need a new website built, it’s included. If you need a brand refresh, it’s included. If you need marketing materials created and designed, it’s included. As I always say it must all work together so I’m going to provide it all for you to help ensure your success.

We have a lot of compliance regulations, are you able to work with that?

Yes! No need to have to explain your situation, I get it! And we can get right to work because having over a decade of experience working with financial advisors specifically, I am well versed in compliance regulations. I was actually VP of marketing for 10 years at an OSJ firm where I oversaw all the marketing and advertising submissions as well. You are in good hands!

Do you offer project-based services?

Yes! Website design and consultation services are available. All other marketing services are bundled with a partnership to deliver the most effective results for your business. 

Have More Questions?

Join me on a free call and let’s talk about next steps to build you a strong digital presence that brings you more leads online.

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