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Financial Marketing Speaker

A speaker who understands your audience

Kristin speaks frequently at organization and company events, educating advisors about powerful marketing strategies.  Bringing her real world knowledge from her experience as founding and growing the first fee only financial planner focused solely on the needs of new parents, Kristin brings in-the-trenches knowledge to every presentation she gives.  Available to speak on a variety of marketing topics, Kristin will customize a presentation to meet the needs of your event or you may choose from one of these signature speeches:

1.  The money’s in the middle:  How to fix your funnel to grow faster (with less effort)

“Are viable clients slipping through the cracks?”  You’ve grown your firm with a lot of hustle and get a reasonable flow of leads coming in….but you can’t help wondering “Is our funnel leaking?”  It sounds like it’s time for some MOFU (middle of the funnel) fixes.  The fortune is in the follow-up and optimizing your prospect experience can pay off immensely.

Whether you want to move people through your funnel faster, spend less time talking with unqualified people, reduce the amount of time and energy your team spends chasing down radio-silent prospects, or simply want to boost the number of new clients your advisors sign on, you’ll want to show up for this info-packed session that teaches you how to keep the momentum in your marketing funnel to prompt more prospects to engage, pre-sold on your value.

2.  Beyond referrals: How to help the next generation of advisors grow your firm

Most likely, you got to where you are today from the hard work of founders who were tenacious networkers. Sales and marketing are different now, with proactive outreach shifting from direct contact to education through content and slow nurturing of prospects. Skeptical of the advice industry, potential clients seek validation of your reputation, take longer to feel trust and want human connection, not a faceless company. Large RIAs must reinforce a company brand while enabling advisors to foster their own personal brands that resonate.
In this session, learn how to prime your next generation of advisors to grow your firm along with what to include in your marketing playbook for advisors to help them focus their efforts for the greatest return.


3.  Reinvent your marketing: grow faster and do more of what you love

Designed for the established advisor or RIA who feels they have more potential, attendees will learn how to:

  • Expand their thinking, gain clarity on what fulfillment means for them
  • Reveal exactly who they want to work with so they can focus on attracting only those people to their business
  • Uncover their revenue opportunities to help decide how to draw in more dollars.
  • Shift their support system so they gain more leverage from team and technology.
  • Decrease their effort and free up more of their resources to spend where they want.

With participant exercises and clear examples of how to execute the strategies discussed, attendees will walk away knowing where to focus their marketing efforts for the biggest impact.

Speaking around the industry

Kristin is an accomplished speaker educating advisors at meetings and conferences across the industry for organizations including:  NAPFAFPA NorCalFPA of San FranciscoFPA of Los AngelesFPA of Silicon ValleyNAAIMAlliance of Comprehensive Planners, and First Affirmative Financial Network.

Grow faster and do more of what you love.