As the owner of a financial services practice, you're too busy to hand-hold the marketing efforts for your firm. Honestly, you've got more important things to do - like run the business! But yet, your team needs marketing direction. They need strategy. They need expertise. They need accountability. That's where we can help. Instead of hiring a six-figure marketing leader - or trying to lead the efforts yourself - our firm, Whole Growth Partners, LLC can provide business and marketing leadership without the steep financial commitment. Check out my LinkedIn business page to learn how Whole Growth Partners, LLC can help propel the growth of your business through a strategic marketing plan and activation, along with leadership development and accountability coaching.

Division head with $4M P&L accountability leading multi-channel marcom strategy to drive revenue through the company’s sales channel of 7,000+ independent financial business owners located in 76 U.S. markets. Lead a team of 13 to create and deliver curated content across digital and traditional channels, training platforms and large tent pole events. • B2B2C Marketing: Lead market development strategy to amplify national brand and revenue growth in local sales offices. Integrated plans include strategies for client acquisition and retention, sales representative recruitment and development, client experience and loyalty programs, 501c3 fundraising, event marketing, earned/owned/paid media and multi-channel promotion.• Lead Gen Optimization: Build and deploy multi-media sales enablement resources, nurturing campaigns, training and best practices to increase sales productivity. Employ ADKAR® model to motivate sales performance and activity. Drive client acquisition results through sales leader board competitions, influencer strategies and recognition campaigns. • Communication Strategy: Lead and activate marcom strategy for field force of 7,000+ sales representatives. Curate content to inform and engage advisors on enterprise-wide marketing initiatives, programs and resources as well as segmented CTA campaigns to drive targeted adoption. • Training Conferences and Events: Set marketing experience and event strategy for engaging and educating 12,000 attendees at high-profile tent pole events including company annual meeting and four regional meetings. Oversee speaker lineup, presentation content, exhibit hall, experiential activations, event promotions, vendor management and logistics.

Senior leader with responsibilities for revenue-generating strategy and operations for company’s sales representatives.• Marketing Consultation: led concierge marketing coaching for company’s top sales producers. Drove sales productivity with customized marketing plans for client acquisition, engagement and retention. • Sales and Marketing Training: led sales representative training program delivering 300+ trainings/year via in-market workshops and presentations, on-demand webinars, schools and conferences. Developed competency-based interactive curriculum using principles of adult learning and retention. Delivered presentations to groups of 25-1000.• Call Center Management: led staffing and operations to support 22,000 inquiries/year from sales reps on marketing strategies and resources.

Professional Social Networking Workshops for Alumnae and Graduate StudentsFinding a new career in today’s challenging economic environment and ever-changing employment landscape can seem overwhelming. Designed for those actively pursuing a position with a new company, these interactive workshops focus on increasing professional social networking skills and agility. Students gain an understanding of new and emerging trends as well as proactive approaches using social media in contemporary job search.

Senior leader with P&L responsibility for functional areas of business development, marketing and client experience. Reported to the president and served on the executive leadership team. Led a team of 23 direct reports.• Business Development: developed and led strategies to drive domestic and international sales. Identified business growth opportunities and directed strategies to reach new markets. Created client acquisition plans and sales targets, developed a solution-based consultative selling model, and drove results to exceed company revenue goals. • B2B Marketing: developed and executed a strategic marketing plan with brand positioning strategies and tactics centered on client experience, emerging technologies and industry thought leadership. Responsible for the company’s four digital properties, earned media opportunities, and promotional collateral including a capabilities brochure, industry white papers, case studies and client stories. Managed industry speaking opportunities, targeted sponsorships, association awards, recognition and board service.

Assumed sales management during a financial downturn. Restructured the team, streamlined costs, and implemented aggressive sales plan to drive new business development efforts. Secured ISO 9001:2000 certification, a competitive differentiator in the industry. Maintained superior "zero non-conformance" department record.

Assumed sales management during a financial downturn. Restructured the team, streamlined costs, and implemented aggressive sales plan to drive new business development efforts. Secured ISO 9001:2000 certification, a competitive differentiator in the industry. Maintained superior "zero non-conformance" department record.

Launched the company's digital printing department. Managed three shifts of production and a team of digital technicians responsible for producing materials in 23 languages. Created scheduling, production and quality control processes. Wrote department procedures, operations training manual and service troubleshooting guidelines.