Kali Roberge Email & Phone Number

Greater Boston Area

I'm the director of marketing and operations for Beyond Your Hammock, a fee-only, independent financial planning firm based in Boston, Massachusetts serving motivated professionals in their 30s and 40s. In this position, I guide the creative vision for the brand and execute that vision through a variety of digital mediums. Using content in an organic way, without relying on ads or paid tactics to grow our business, I’ve helped to drive a 100% increase in new clients, a 102% increase in prospect… Show more I'm the director of marketing and operations for Beyond Your Hammock, a fee-only, independent financial planning firm based in Boston, Massachusetts serving motivated professionals in their 30s and 40s. In this position, I guide the creative vision for the brand and execute that vision through a variety of digital mediums. Using content in an organic way, without relying on ads or paid tactics to grow our business, I’ve helped to drive a 100% increase in new clients, a 102% increase in prospect calls, and a 35% increase in revenues. A full 40.58% of clients come to us through organic search. 13.5% of clients find us via specific content (like our blog posts or articles on major media sites, podcast episodes, or press) and another 13.5% of clients find us through industry profiles. 9% come through social media or in-person workshops. With 23.42% of new business generated from referrals, the power and the important role of effective content that resonates with the right audience is clear. Show less

Greater Boston Area

Content marketing is the process of creating compelling content as a strategy that allows you to share your story in a way that resonates with the exact people you want as customers and clients. You don’t need to sell anyone if you create useful, helpful content. It can expand your reach, establish your authority, increase your influence, attract prospects and leads, and most importantly, build an audience for your and your business.This is one of the best ways for financial advisors to… Show more Content marketing is the process of creating compelling content as a strategy that allows you to share your story in a way that resonates with the exact people you want as customers and clients. You don’t need to sell anyone if you create useful, helpful content. It can expand your reach, establish your authority, increase your influence, attract prospects and leads, and most importantly, build an audience for your and your business.This is one of the best ways for financial advisors to achieve big, long-term goals like generating sustainable growth and establishing authority within an industry that depends so much on the relationships and connections you have with clients. This way of marketing allows us to show up as our authentic selves and just share in the interest of serving someone else value.I work with financial advisors and speak at industry conferences to help entrepreneurs find their voice and then clearly communicate their value to attract their ideal clients straight to their firms. It's about more than just writing a blog post or sending a tweet. It's about bridging the gap between what people assume a "financial advisor" is and the real impact you make on the lives of the people you serve. Show less

Greater Boston Area

Boston Business Women cultivates the growth of our city's most successful female business women and entrepreneurs through networking, events, and workshops. As director of content marketing, I maintain responsibility for our content initiatives and campaigns, including social media, conference promotion, influencer partnerships, PR, and more.

Remote

- Drove growth of the network, community members, and social media followers from company launch to present.- Wrote and edited lead magnets that continually push growth and conversions, including multiple templates and ebooks- Managed a virtual team of 5+ - Designed company website and created copy for the site- Developed sales funnel currently in use, along with promotional content (including landing pages and video scripts)- Managed and edited consumer-facing blog… Show more - Drove growth of the network, community members, and social media followers from company launch to present.- Wrote and edited lead magnets that continually push growth and conversions, including multiple templates and ebooks- Managed a virtual team of 5+ - Designed company website and created copy for the site- Developed sales funnel currently in use, along with promotional content (including landing pages and video scripts)- Managed and edited consumer-facing blog, advisor-facing blog, and podcast show notes- Wrote and edited all social media, email marketing, and website content; responsible for all content and copy- Developed content for inaugural conference, XYPN15 (which oversold months before the event)- Created sales and marketing materials used at conferences- Managed comprehensive company brand Show less

Woodstock, Ga

Managed national retail accounts and their ordering and shipping needs for the company's products. Responsible for ensuring an efficient workflow and for troubleshooting customer and account issues as they arose to quickly find viable solutions. Brainstormed new ideas to help the company grow and stimulate sales, and took initiative in implementing new marketing strategies.

Carried out secretarial duties and offered administrative support to team members and management. Worked to serve various departments including billing and customer service. Entrusted with sensitive and confidential information. Handled receptionist duties as needed, including answering and directing calls, greeting and assisting visitors, and taking and relaying messages.

Certificate In Grant Writing, Professional, Technical, Business, And Scientific Writing

B.A., History, Professional Writing

Activities and Societies: Phi Alpha Theta, Student Coalition for Inquiry Graduated with honors (cum laude; in top 15% of graduating.