As the CEO of The RBI Group, I drive the strategic vision and growth of a cutting-edge marketing and consulting firm that’s transforming the way financial advisors connect with their clients and grow their businesses. I lead a talented team of award-winning professionals, delivering customized, data-driven solutions that empower financial brands to not only elevate their presence but dominate their markets. We specialize in building trust, expanding reach, and ensuring our clients are… Show more As the CEO of The RBI Group, I drive the strategic vision and growth of a cutting-edge marketing and consulting firm that’s transforming the way financial advisors connect with their clients and grow their businesses. I lead a talented team of award-winning professionals, delivering customized, data-driven solutions that empower financial brands to not only elevate their presence but dominate their markets. We specialize in building trust, expanding reach, and ensuring our clients are positioned for sustainable success in an ever-evolving industry.In this role, I am responsible for shaping the future of our organization, driving innovation, and setting the strategic direction that allows us to thrive in a competitive landscape. I lead the charge in identifying and capturing new business opportunities, forging strategic partnerships, and steering the company towards consistent growth. Under my leadership, The RBI Group has positioned itself as the go-to strategic partner for financial advisors looking to amplify their impact, deepen client relationships, and expand into new markets.At The RBI Group, we go beyond traditional marketing; we craft experiences that resonate, engage, and inspire action. Our services span marketing consulting, advertising, media planning, promotional products, and experiential marketing, all tailored to deliver tangible results for financial advisors and their clients.As a leader, my focus is not just on business growth, but on thought leadership—sharing insights that shape the future of financial education and marketing. My mission is to ensure The RBI Group remains at the forefront of innovation, driving change in the industry, and empowering financial advisors to achieve their full potential. Show less

As the driving force behind Renee Baker International, I lead our mission to empower individuals, leaders, and organizations to break down barriers, ignite potential, and redefine success beyond boundaries.As a sought-after speaker and thought leader, I bring transformative insights to audiences worldwide, helping them unlock their full potential.

As an Adjunct Professor at the University of South Florida, I teach Advertising Management (ADV 4600) and Media Planning for Advertising (ADV 3300), focusing on real-world applications, strategic thinking, and innovative problem-solving. Through case studies, project-based learning, and hands-on experiences, I equip students with the practical skills and insights needed to thrive in today’s dynamic advertising landscape. My mission is to inspire, mentor, and empower the next generation of… Show more As an Adjunct Professor at the University of South Florida, I teach Advertising Management (ADV 4600) and Media Planning for Advertising (ADV 3300), focusing on real-world applications, strategic thinking, and innovative problem-solving. Through case studies, project-based learning, and hands-on experiences, I equip students with the practical skills and insights needed to thrive in today’s dynamic advertising landscape. My mission is to inspire, mentor, and empower the next generation of leaders, preparing them to make meaningful, impactful contributions to their careers and the industry. Show less

As an Advisory Board Member, I contribute to the advocacy and promotion of financial literacy education initiatives across Florida and beyond.

Since 2015, as an affiliate, Licensee Owner & Training Director I've had the privilege of working with a team of small business owners across Florida, New Jersey, New York, and Pennsylvania training and coaching them on incorporating civility into their businesses and starting a business of their own. My journey with Civility Experts, a global force comprising 521 affiliates in 49 countries, has been immensely rewarding. We prioritize the importance of social intelligence and… Show more Since 2015, as an affiliate, Licensee Owner & Training Director I've had the privilege of working with a team of small business owners across Florida, New Jersey, New York, and Pennsylvania training and coaching them on incorporating civility into their businesses and starting a business of their own. My journey with Civility Experts, a global force comprising 521 affiliates in 49 countries, has been immensely rewarding. We prioritize the importance of social intelligence and culturally-competent communication. Together, we've empowered numerous organizations worldwide, aiding them in cultivating improved workplaces and fostering cohesive communities.In addition to our primary initiatives, I'm proud to highlight our subsidiary: In Good Company Etiquette Academy & Finishing School, which operates across Florida, New Jersey, New York, and Pennsylvania. Our mission is to make a positive impact, one interaction at a time. Show less

Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top down.

Raymond James believes empowering advisors whose diversity reflects the world in which we live is vitally important, not only to our firm’s success, but to the future of our profession. The Advisor Inclusion Networks support advisors and the communities they proudly represent, providing resources, strategies and a forum for sharing ideas designed to enhance their businesses.#RJwomen#RJBFAN#RJPFAN#RJVFAN#RJAdvisorInclusion

Leadership Scope: Structured third largest acquisition in company’s history and refined its brand management and global marketing strategies for multimillion dollar portfolio.* Restructured marketing functions, built a top-performing, award-winning marketing organization and conceived global marketing and digital strategy in US, Canada and UK.* Spurred company growth and rapid market expansion by driving highly focused strategic initiatives across key business functions and… Show more Leadership Scope: Structured third largest acquisition in company’s history and refined its brand management and global marketing strategies for multimillion dollar portfolio.* Restructured marketing functions, built a top-performing, award-winning marketing organization and conceived global marketing and digital strategy in US, Canada and UK.* Spurred company growth and rapid market expansion by driving highly focused strategic initiatives across key business functions and operations. * Recognized for sourcing, recruiting and training most diverse talent pool in marketing organization, effectively boosting company’s competitive advantage. Show less

Courses taught: Principles of Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing

Leadership Scope: Revitalized marketing strategy and expanded product lines for high-profile regional and global closed-end funds.* Delivered marketing campaigns and diverse initiatives for investor operations in Latin America, Asia Pacific and Middle East.* Accelerated revenue growth, uncovered new market opportunities and promoted product launches by working closely with leadership on annual strategic initiatives and programs. * Conceived differentiated business and… Show more Leadership Scope: Revitalized marketing strategy and expanded product lines for high-profile regional and global closed-end funds.* Delivered marketing campaigns and diverse initiatives for investor operations in Latin America, Asia Pacific and Middle East.* Accelerated revenue growth, uncovered new market opportunities and promoted product launches by working closely with leadership on annual strategic initiatives and programs. * Conceived differentiated business and marketing solutions that addressed key industry issues for ten CMOs in the financial services industry. Show less

Leadership Scope: Headed and organized the launch of new institutional business line and customized distinctive brand identity for uniformity across all mediums.* Designed digital marketing campaigns and initiatives including product position, unique differentiation and highly targeted materials in partnership with organization-wide marketing organization.

Leadership Scope: As part of newly created role, formulated strategic vision and growth strategy and devised global branding initiatives.* Transitioned P&L from siloed to cohesive operations by integrating singular business strategy for global offices in London, Singapore, Bermuda, British Virgin Islands, Cayman, Dubai, Hong Kong and Ireland.* Architected global integrated marketing communications campaign including program messaging, brand positioning, channel spend… Show more Leadership Scope: As part of newly created role, formulated strategic vision and growth strategy and devised global branding initiatives.* Transitioned P&L from siloed to cohesive operations by integrating singular business strategy for global offices in London, Singapore, Bermuda, British Virgin Islands, Cayman, Dubai, Hong Kong and Ireland.* Architected global integrated marketing communications campaign including program messaging, brand positioning, channel spend allocations, social media and digital presence. * Heightened company’s reputation as a leading international law firm and leveraged global brand strategies that widened client reach and increased U.S. business and market growth. Show less

Leadership Scope: Directed global, strategic marketing messages for high-profile, high-growth business lines during widespread economic downturn.* Originated groundbreaking global initiatives and highly impactful tools and programs including webinars, market book guides, roadshows and global client conferences that are still used today.* Shaped comprehensive J. P. Morgan Asset's global rebrand and determined company’s competitive advantages for long-term revenue and profit… Show more Leadership Scope: Directed global, strategic marketing messages for high-profile, high-growth business lines during widespread economic downturn.* Originated groundbreaking global initiatives and highly impactful tools and programs including webinars, market book guides, roadshows and global client conferences that are still used today.* Shaped comprehensive J. P. Morgan Asset's global rebrand and determined company’s competitive advantages for long-term revenue and profit growth.* Created value propositions and competitive differentiation positioning strategies based on customer segments, market needs and client buying criteria. * Facilitated significant growth of assets under management and increased ongoing business and client retention through client-focused tools. Show less