01
Discovery call
A thirty-minute conversation about your business, your ideal client, and what growth has looked like so far. We'll see if there's a fit for what I offer and if you'd like to begin.
Grow your book
without cold calls.
A predictable pipeline, built on the trust you've already earned.
You're excellent at what you do. Growth just shouldn't hinge on luck or your last golf round. I'll turn your network, your voice, and your point of view into an inbound engine that keeps working while you're on client calls.
TestimonialsII
“Katie educated me and worked with me on how social media and the financial world intersect. She's really pleasant to work with.
When my team identified friction points across the digital experience, she translated those insights into messaging and content that directly addressed what customers were struggling with.
By the numbersIII
Fifteen years turning advisor expertise into 900 meetings a month and roughly $50M in influenced AUM.
Ledgerfig. 01
- Meetings scheduled
- 900/ month
- AUM influenced
- $50Macross engagements
- Financial services
- 15years
Results achieved during a 6-month pilot engagement.
Your guideIV
You've built the expertise. I'll help you build the pipeline.
Most advisors I meet are exceptional at their craft and quietly frustrated with growth. Referrals arrive in waves, LinkedIn feels like homework, and the "cold outreach" playbook doesn't match how anyone actually chooses a financial professional.
I've spent fifteen years in financial services, as Vice President of Growth Marketing for U.S. Bank Wealth Management and Director of Marketing at Prudential Financial, alongside independent RIA and fintech teams. I build the kind of growth engine that respects your reputation and your calendar.
Together we'll turn the trust you've already earned, your network, your voice, and your point of view, into a steady inbound pipeline.
“The program led by Katie helped me land a meeting with a former contact due to my regular and consistent visibility plan.”
The processV
How we do it.
A four-part rhythm — from first conversation to a pipeline that runs when you're not watching.
02
Strategy build
I figure out who you're trying to reach, what makes you different, and what you should actually be saying. You leave with a step-by-step plan, not just ideas.
03
Content & outreach
We look at where you already show up: LinkedIn, your website, anywhere a prospect might find you. Then we build your plan for how you'll show up going forward, matched to how your prospects actually choose who to work with.
04
Leads & referrals
People actually worth talking to start booking time on your calendar. We track what's working, fix what's not, and turn those early wins into something you can count on.
Before
Hoping for referrals.
- 01Referrals come in unpredictable waves
- 02LinkedIn feels like an obligation, not an asset
- 03Cold outreach that no one wants to send or receive
- 04Growth depends on your personal bandwidth
After
Running an engine.
- 01A steady pipeline of warm, qualified prospects
- 02LinkedIn becomes a real growth channel
- 03Outreach that feels like a conversation, not a pitch
- 04Growth that keeps running when you step away
A note
Know a financial advisor who needs more leads?
A quick intro goes a long way. I keep everything confidential.
Make an introduction →Get in Touch
Let's talk
Have a question, or want to see whether we're a fit? Send a note and I'll get back within one business day.