Financial Advisor Marketing SpeakerOnce a teacher always a teacher I guess. 🙂 Nine years after leaving the classroom and basketball courts behind, I still love to teach. That passion, along with my industry marketing experience, my MBA in Financial Planning and Master of Arts Degree in Teaching, and my years of teaching and coaching experience, have provided me a unique combination of industry insight and the knowledge and ability to help advisors deal with some of the marketing challenges facing them and their practice.

I have presented at FinCon, NAPFA, and XYPN, as well as local FPA meetings, and have participated in national BrightTALK Webinars with Marcus Sheridan, Gini Dietrich, Craig McBreen, Marie Swift, April Rudin and Victor Gaxiola, and took part in the 2014 Advisor Practice Management Telesummit with Kristin Harad (other presenters included Bill Winterberg, Kristin Luke, Michael Kitces, Susan Weiner, Marie Swift, and Stephanie Sammons).

Contact me for more information.

XY Planning Network Podcast: SEO for Financial Advisors

Financial Marketing Speaking

Possible Topics

  • Introduction to SEO for Advisors
  • Advanced SEO and Link Building for Advisors
  • The importance of Content in becoming Known Online
  • The 4 Pillars of Digital Marketing and how they Work Together

Other Podcasts

Hearsay Social Podcast: Local SEO for Financial Advisors

Mad Lemmings Podcast: The Current State of SEO