Kathy Bayer Email and Phone Number

Marketing, advertising/ad design, promotional, business development and tracking of prospective and new clients for KCA - a fee-only financial planning company with high net worth cross-border clientéle and KCA's subsidiary - Cross-Border Tax & Accounting, LLC. CBTA offers separate one-time services: U.S. and Canadian tax preparation, one-time financial plans and investment only services.

Increased B-B and B-C, referral and new lead contacts through international marketing and business development functions Initial contact, tracking and follow-up with prospects/leads via face-to-face, phone, web, workshop, and events Increased direct contact with centers of influence, vendors, business proposals for servicing, quotes and networking Additional lead base gained through organization and management of quality company and promotional events, workshops and seminars Perform prospect data collection for review, fee quotes and preparation of agreements and follow-up through to client sign-on Increased clientele and company revenue by a record 200% in first year with continued growth in tax and accounting clientele Streamline and improve processes for lead tracking, decreasing prospect-to-client turnaround time by 75% Monitored company website, forums and blogs ­ The KCA website Border Guide Forum, LinkedIn, FaceBook, Twitter Create and improve proof designs from draft to final layout for all advertising, special logos, ad work, print and online media and radio scripting Create prospect and client satisfaction surveys and track feedback for improved processes, service and retention purposes Evaluate tracking of workshop ads and budgeting for marketing and event planning purposes to calculate increased return on income Create quarterly KCA E-Update newsletter for email blast to 6,000+ subscribers and posting on KCA website Write and edit articles, email blasts and compliance materials for E-Update and promotional purposes Hands on training and management of administrative assistant to perform effective lead tracking and follow-up

Assisted with planning, correspondence and data entry for cross-border Canadian and U.S. clients.

Initiated marketing for acquisition of prospective domestic or cross border Family Office or Foundation clients for fee-based planning Accurate data input and use of various financial planning software and links for generation of client plans, updates and account services Tracked weekly client progress for completion of planning and updates, quarterly modules and data inputs

Responsible for market development and lead generation of individual and business clientele for financial planning and investment servicesGenerated proposals for marketing budgets; organized and facilitated trade shows for lead generation and company visibilityCounseled prospective clients on personal and/or business finances; acquired financial planning businessDeveloped customized financial plans; responsible for data gathering, analysis, strategies, plan completion and presentation Account management for maintenance of on-going financial needs

Held the Series 7, Series 66, Health and Life Insurance licenses.

Personal Debt Solutions/PDS ­ founded by Consumer Credit Counseling Agencies/; Employee of the Year 1999