Recommended Tools and Businesses

These are businesses and tools that I find to be exceptional in their service and value. Please do your own due dilgence as to the fit with your needs.

Recommendations for Website Designers:

Art Guy Creative Design - The Art Guy is my branding consultant and works with many of my clients helping them with branding and web design. He uses his 25+ years of design & illustration experience to give you a Class A brand and web presence.

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Personal Favorites:

Excellat Consulting - provides tools to streamline operations so financial firms run at peak efficiency with measurable results. From establishing processes and checklists for all services, personnel analysis, technology evaluation, and compliance reviews to advisor/staff training, Excellat frees advisors to succeed.

Sharon Krieger - Ride Marketing & PR Ride is your one stop shop for Marketing, PR, Events, and Copy Writing. Let Sharon Krieger take care of all your marketing needs creatively and effectively.

Michael Derex - Michael Derex gives his clients a fresh take on graphic design. Derex Grafix creates compelling images and messages conveying each project’s essence. Clients are typically delighted by the lasting impression created by Derex Grafix designs.

Mcauley Freelance Writing - Anne Mcauley was referred to me by a favorite star client who uses her services. Anne can help you with social media, web content strategies, and website copywriting.

Bull’s-eye Financial Communications - Neil Rhein and his team help financial advisors communicate effectively with their clients, prospects, and centers of influence. His writers and graphic designers deliver high quality content that educates and motivates investors.

IMPACT - is an inbound marketing agency and Platinum HubSpot Parter experienced in helping wealth managers and financial advisors develop and execute inbound marketing strategies based around unique business objectives.

Elderflower Group - Eileen Paddock helps financial organizations with education and training on issues affecting the elderly and those who take care of them.

LinkedIn Resources:

GetLinkedInNow - I have had great success with this program to improve my LinkedIn profile and generate more interest and clients from LinkedIn. Highly recommended!

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