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The Real Problem
Most financial advisors don’t have a marketing problem.
They have a positioning problem.
You’re experienced. Credentialed. Capable.
But if your message sounds like everyone else’s…
prospects can’t tell why you’re different.
And when they can’t tell, they don’t commit.
You don’t need louder marketing.
You need sharper clarity.
BRAND AND CONTENT STRATEGIST
What I Do
I help advisors move from “we do financial planning”
to “we are the firm for people like you.”
Brand Strategy
Define who you serve best, what you solve, and what you want to be known for.
Brand Design
Craft language that resonates deeply — and converts without pressure.
Brand Content
Build authority and trust through intentional, consistent content. This isn’t about being flashy. It’s about being unmistakable.
Elevating Brand Perception for a Growth-Minded Advisory Firm
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This growing firm needed its brand to match its ambition. The team had strong operations and client service — but their external presence didn’t reflect that sophistication.
We refined:
• Visual identity
• Website messaging
• Core positioning language
The result was a brand that matched their expertise — and supported their next phase of growth.
Because perception influences who reaches out.
Stop Hammering. Start Attracting.
My Marketing Philosophy
Hello, I’m Amanda.
I work with financial advisors and professional firms who are excellent at what they do — but tired of marketing that feels forced. My philosophy is straightforward: Be clear. Be intentional. Be magnetic.
If your marketing feels like constant effort, it probably is.
Because pushing harder isn’t positioning.
The “do more” strategy leads to:
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More content
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More calls
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More explaining
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More exhaustion
Without better conversion.
Here’s the truth:
When you try to appeal to everyone, you repel the people who matter most.
Magnetic brands don’t shout. They resonate.
Magnetism is built on:
Clarity.
Conviction.
Specificity.
When your positioning is refined and your messaging is aligned, the right clients don’t need persuading.
They feel understood.
And understood clients convert.
That’s the foundation of sustainable momentum.
Your Ideal Partner for Transformation
Who I Serve
I work best with:
• Independent financial advisors
• Boutique RIAs
• Growth-minded advisory firms
• Professionals who want long-term brand equity, not short-term tactics
If you want better-fit clients, stronger referrals, and more natural momentum — we’ll work well together.
Pricing
Likeably Authentic engagements are designed for advisors serious about differentiation and long-term brand equity.
Hourly
$60/hour
My hourly rate is $60 per hour. I prefer hourly compensation for open-ended engagements.
Fixed Pricing
Varies Depending on Project Complexity & Timeline
Fixed price arrangements often work best if you're seeking help with clear, closed-ended projects.
About Me
Hello, I'm Amanda!
I help advisors move from marketing overwhelm to confident clarity.
You didn’t build your firm to become a full-time marketer.
But in today’s market, visibility matters.
The problem isn’t that you’re not doing enough.
It’s that your positioning may not reflect the depth of what you actually do.
My role is to help you articulate your value in a way that resonates — so marketing feels aligned instead of exhausting.
Magnetic. Not pushy.
Beyond strategy sessions and messaging frameworks, I’m also a millennial mom to three energetic little boys and the wife of a tall, dark, golf-loving husband.
Motherhood has sharpened something I bring into every client relationship: clarity, prioritization, and the ability to focus on what truly matters.
I don’t believe in noise for the sake of noise.
I believe in intentional growth.
When you partner with me, you’re not hiring someone to “manage marketing tasks.”
You’re gaining a strategic thought partner who helps you refine your positioning, strengthen your authority, and build a brand that compounds over time.
So you can spend less time chasing visibility —
and more time leading the firm you actually want to build.
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I am NOT a Marketing Agency.
And that’s intentional.
Agencies execute tactics.
They manage posts.
They run ads.
They check boxes.
I build positioning.
Because without clear positioning, tactics become expensive noise.
Before we talk about content calendars or campaigns, we define:
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Who you serve best
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What makes you distinct
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What you want to be known for
Strategy first. Execution second.
That’s how you build a brand that compounds.