Q: WHAT SERVICES DO YOU OFFER?

 

I provide outsourced marketing services tailored specifically for financial services firms. My goal is to offer the same quality and output as a full-time marketing employee, without the added overhead. Services include content creation, thought leadership, campaign strategy, and execution across both wealth and institutional channels. 

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Q: WHAT MAKES YOU DIFFERENT FROM OTHER MARKETING CONSULTANTS? 

With 20 years in the financial services industry, including experience as Head of Content Strategy for a $350 billion asset manager, I bring deep expertise in financial services. I understand complex financial products, compliance requirements, and the unique challenges of marketing to financial enterprises. My experience allows me to quickly integrate with your team and deliver results without a steep learning curve.

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Q: WHAT INVESTMENT PRODUCTS AND STRATEGIES DO YOU HAVE EXPERIENCE WITH? 

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My product knowledge spans hedge funds, traditional fixed income, liability-driven investing, public equities, and various alternative investments, including private credit, private equity, infrastructure, and digital assets. I’m comfortable working across a wide spectrum of investment strategies and can effectively communicate complex topics to different audience segments.

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Q: HOW DOES YOUR SERVICE MODEL WORK? ​

 

I work as an extension of your team, offering flexible engagement options based on your needs. You can start with a month-to-month trial period to ensure I'm the right fit. This trial allows you to evaluate my impact without a long-term commitment. Afterward, we can explore a longer partnership if it aligns with your goals.

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Q: WHY SHOULD I CONSIDER OUTSOURCED MARKETING INSTEAD OF HIRING FULL TIME? 

 

Hiring for specialized financial services marketing roles can be challenging and time-consuming. The candidate pool is limited, and finding someone with the right expertise can take months. Plus, there’s the risk of turnover, especially with less experienced hires. Outsourcing to an experienced consultant like me gives you immediate access to expertise, helping you avoid the high costs and risks of hiring, training, and retaining in-house talent.

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Q: HOW DO YOU ENSURE HIGH-QUALITY WORK AND ALIGNMENT WITH OUR TEAM'S STANDARDS? 

 

I’ve collaborated with CEOs, CIOs, traders, and senior portfolio managers to translate complex ideas into impactful content. I understand the importance of managing timelines and working across subject matter experts, compliance, design, and legal teams to meet deadlines. I approach each project with the same rigor and professionalism as an in-house team member to ensure your standards are met or exceeded.

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Q: WHO IS YOUR IDEAL CLIENT?

I work exclusively with financial services firms, including fintech companies, large asset managers and boutique alternatives firms. My clients typically value a deep understanding of financial products, experience in regulated industries, and the ability to produce high-quality, targeted content. If you’re a financial services company looking to enhance your marketing without the hassle of a full-time hire, we’re likely a good fit.​

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Q: HOW DO I GET STARTED?

Getting started is easy. You can schedule a meeting with me for an initial discussion to explore how I can support your marketing efforts. I look forward to discussing how my expertise can benefit your team and help solve your marketing challenges.

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