Service Description

💼 Independent Broker/Dealers Attract top advisors. Retain talent. Strengthen your brand. Independent B/Ds face constant pressure to recruit, differentiate, and scale—while keeping advisors engaged. I work directly with CEOs to create firm-level marketing strategies that fuel growth and build a magnetic internal culture. Services include: Advisor recruitment marketing strategy Internal communications and culture branding Corporate messaging and brand consistency Marketing enablement for advisors (kits, templates, tools) Event support (webinars, conferences, recruiting summits) Deliverables: Recruitment campaigns, brand alignment audits, internal newsletters, advisor marketing toolkits, and campaign ROI reporting.