AdvoKate IQ helps wealth management firms with their growth strategy, focusing on the intersection of organic growth and workforce development.

• Grew / cultivated highly engaged, high-performing integrated marketing team, driving awareness and lead generation and deepening relationships with independent registered investment advisors (RIAs) and breakaway broker (BAB) / broker-dealer prospects. • Planned, executed, and oversaw annual marketing budget, established comprehensive branded event portfolio, and led cross-functional teams (legal, finance, product, and sales), increasing attendance at industry-leading flagship event 300%, boosting sponsorship revenue 250%, and decreasing cost breakeven time from 15 to 8 months. • Drove marketing-influenced leads 46%, 96% expansion in lead size, and 53% increase in lead asset potential by leveraging data and analytics of customers and industry and competitive trends, along with messaging and creative assets to expand customer value and sales.• Expanded non-client brand awareness 9%, with 10% breakaway broker consideration, resulting in growth of Institutional brand, including website, social media, event, thought leadership, and advertising efforts.• Influenced decade of industry-leading growth of +3X in assets, +6X in margins, and best-in-class net advocate score (NAS) and client experience (CX) scores as member of Institutional and Marketing leadership teams.• Pioneered and managed relationship with B2B marketing agency to focus solely on RIA / BAB advisor business, creating dedicated support and viability of brand marketing and initiating digital marketing and lifecycle marketing.• Delivered ground-breaking advertising campaign featuring storytelling vignettes promoting RIA model.• Guided firm's industry leadership, including Board Chair, Foundation for Financial Planning; Clerk, Invest in Others; CFP Board's Advisory Councils: Diversity, Women's Initiative, Workforce Development, and Center Advisory Committee.

• Introduced advocacy efforts to highlight profession and expanded number and diversity of entrants and profession in critical market segments, driving 8% boost in brand consideration in under 45 age group.• Generated $400K ad equivalency annually via features in industry articles, blogs, and podcasts as go-to source for marketing, recruiting and retaining talent, diversity, equity, and inclusion, future of financial planning profession, financial education / literacy, and next generation support.• Facilitated record increase of 1.3K women certified financial planners (CFPs) and 3X growth in Black and Latinx CFPs through partnerships with academia and industry, raising awareness, attracting, and developing diverse talent and strengthening educational efforts for students and advisory firms.• Created opportunities for 600+ next generation financial planners / advisors with launch of career site for advisors to find next gen talent.

Develop and execute strategies to increase overall awareness of Institutional offering, drive brand and product awareness and penetration, generate sponsorship revenue and increase client loyalty and retention.• Manage team responsible for strategies to support product and service launches to increase product awareness and growth, including practice management, investment, and technology solutions• Set content strategy for events, working with events, product management, strategy and sales teams on conferences, tradeshows, thought leadership and other initiatives• Deepen industry relationships to support the positioning of TD Ameritrade Institutional as the thought leader and advocate in the independent registered investment advisor business; create strategic sponsorship opportunities to raise awareness of firm capabilities and deepen penetration into client segments• Assist sales team in business development with client consultations and events; create and implement women’s initiatives to increase segment acquisition and create public relations opportunities• Develop team members; build out team structure to support Acquisition, Online and Product marketing roles

• Manage team responsible for strategies to support product and service launches to increase product awareness and growth, including practice management, investment, and technology solutions• Set content strategy for events, working with events, product management, strategy and sales teams on conferences, tradeshows, thought leadership and other initiatives• Develop team members; build out team structure to support Acquisition, Online and Product marketing roles

IRA Product Manager for the Retirement Group

Created strategy and managed implementation for integration of marketing, communications, advertising, public relations for MetLife Financial Planning, Estate Planning and four affiliated and independent broker-dealers

Managed development and implementation of cross-sell initiative that generated $350 million in assets in 6 months.• Developed HNW financial planning process, created teams to support clients’ needs; created orientation program/marketing materials; increased broker participants 300%. Created collaborative sales environment.• Designed marketing and reporting strategies and materials to measure results and build program support; responsible for ongoing strategic development through training and technology enhancements.

• Developed and managed all aspects of client relationships including pricing, resource management and discovery of increased business opportunities. Worked with top-level management to develop and implement operations strategies to increase agency revenue stream by 30% through account growth and diversification. • Developed strategic implementation plan to introduce client’s financial planning services; designed, produced and managed delivery of direct mail, collateral and interactive materials, campaigns and presentations

• Merged licensing operations of 5 companies; implemented new compensation structures for 15,000+ brokers. • Developed joint venture workflow strategies; increased unit workflow by 50% through process redesign.

Various positions beginning in entry-level Finance and moving into Marketing/Communications:• Key member to transfer subsidiary’s operations, reducing losses and lawsuit potential.• Co-developed and implemented a sales incentive program that resulted in a 35% revenue increase. • Implemented sales recognition and productivity programs used for recruiting and training and development.