Our mission is to achieve an unequaled standard of excellence by providing personalized marketing solutions to increase client retention, new client acquisition and image branding. We deliver these services to financial advisors, accountants and attorneys through custom marketing strategies and plans with systems to increase profitability and practice efficiency. Our experience is nationally recognized for producing measurable results and cutting-edge marketing solutions and we will continually develop new strategies and planning concepts to maintain that edge.

- Responsible for developing marketing execution initiatives to assist in firm growth and increase market share through client retention and acquisition strategies. - Coordinated training courses for Marketing Directors at national level. - Created MetLife's Top Advisor Marketing Consultation program. Support and train on marketing resources within regional field offices. - Develop, manage, promote and evaluate the Top Advisor Marketing Program to create opportunity for growth of elite sales force by helping them uncover opportunities within their book of business, public relations, and new markets- Facilitate workshops and training sessions for field management and representatives including networking skills, cross-sell opportunities and prospecting techniques- Support Home Office partners by speaking at requested conferences and contributing to projects as needed

Managed a marketing team of three to develop and support local lead generating programs for 50 financial services representativesCreated, planned and hosted annual VIP Business Event with more than 250 guests in attendanceKey member of management team helping to strategize, create and implement marketing programs for increased advisor activity and productivityInitiated and drove prospect and client campaigns to generate new businessPublic Relations planning and implementationOrchestrated training for marketing techniques, technology and presentation skillsResponsible for all forms of firm promotion ranging from tradeshows and seminars, website development, media advertising, client correspondence and special eventsLiaison between firm and corporate marketing departmentsProposed marketing plan for each individual advisorCreated marketing teams for specific industry marketsTracked and measured return of investment on marketing imitativeHelped write and develop the firm website and corporate brochureResponsible for $80,000 annual budget

Executed marketing strategies to support sales force Established monthly and quarterly communications with clientsMaintained client databaseDesigned and wrote monthly newsletter and weekly sales reportHired and managed interns to help execute marketing programs