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DONE WITH YOU MARKETING

Financial Professionals, Want to Win Leads Online? 

This guided program gives you a strategic marketing plan to build a strong digital presence, helping you stand out and attract your dream prospect.

Learn Strategies that Actually Work

STRUGGLING TO LEVERAGE DIGITAL MARKETING?

Not sure how to build brand awareness online and stand out from the competition?

Struggling to produce content that attracts and converts your ideal client?

Unsure how to effectively generate more leads from your website?

Want to start an email list or unsure what to send to your current list?

Want to do more but need an efficient way to keep up with it all?

It's Time to Level Up Your Digital Marketing

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WELCOME TO

The Guided Marketing Partner Program

This program helps you show up with purpose, build a strong digital presence, and win leads online.

How it Works

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02

03

Get Clear

Build Systems

Win Leads

Step-by-step process to finding your unique message and audience. A complete system and workspace to help you gain clarity, which guides your entire strategy.

Next, we will build sustainable marketing systems using an omni-channel approach. When it all works together, you begin to build a strong digital presence that works for you.

With a system in place we can now start to build awareness and drive traffic into that system to capture and nurture leads and encourage them to book that call!

What You Get

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An Experienced Marketing Partner to Guide You

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1:1 Strategy Sessions

at Every Step

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Step-by-Step Video Course with Customized Materials

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Access to Community of Financial Professionals

Group Calls with Guest Experts

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Forever Workspace Access to Stay Organized

WANT A SNEAK PEEK?

Take a Look Inside

Benefits of the Program

COMPREHENSIVE KNOWLEDGE

Learn more than just what you see on the surface, learn what truly makes marketing effective.   

TAILORED APPROACH

Leave cookie-cutter marketing behind, you will create a unique strategy to stand out from the rest!

EXPERT GUIDANCE

You will be guided through each step by a marketing partner who has over a decade of experience.

PRACTICAL STRATEGIES

Simple strategies are the most practical in keeping your efforts consistent and most of all effective.

ONGOING SUPPORT

You will have 1:1 support as well as group support to help you navigate your digital plan and strategy.

LONG-TERM SUSTAINABILITY

You will build marketing systems that work for you and provide long-term sustainability. 

In-Depth Lessons and 1:1 Guidance with:

Brand MessagingCreating unique and effective brand messaging that speaks to your ideal client

Website Design: Laying out your website to convert

Lead Gen: Creating unique lead generating materials

Automated Email: Writing effective automated nurture email sequence

Email Marketing: Strategies for ongoing email marketing to nurture clients and convert prospects

Content Creation: Effective social media content strategies (including video) to build awareness and drive traffic

Tools: Leveraging other tools like Google Business Profile, Facebook ads, and more!

Chat in Slack Anytime!

Get a Sneak Peek of a Recent Group Call

In addition to 1:1 calls, group calls are held on the 1st and 3rd Tuesday of every month. Giving you the opportunity to dive deep into various marketing topics, see guest speakers, ask questions, or get additional feedback. 

It's all inside the
Marketing Partner Program™

Who's it For?

This program is specifically designed for financial professionals including:

Financial Advisors

Insurance Agents

CPAs

Staff of Financial Professionals

Bookkeepers

Great for start-ups!

Financial Advisor

“Every time I get vulnerable, show up, and share my story, someone reaches out!”

Donna CFP®, CDFA®

financial advisor

"Our marketing is working!! We got a prospect call from the videos we shared. That video prompted the call!"

Chrystal CFP®, EA

Get the PDF Guide for More Information

I'm Lindsey your marketing partner 
Why should you listen to me?

  • Former VP of marketing (finance) turned business owner​​

  • 10+ years financial marketing experience

  • Tested marketing framework 

  • Worked with 70+ financial professionals

  • Partnered with dozens of independent business owners

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