Feel confused and overwhelmed with your marketing? Get the expert tactical guidance you need to show up confidently and authentically to attract the best enquiries
1-1 Quarterly Marketing Support
You know you need to invest in your marketing to grow your business, but there’s so much to cover (websites, socials, emails, video) and it all changes so quickly.
You’re already running a business. You didn’t sign on to be a full-time marketer and you don’t have time to figure it out on your own. You have an idea of what you should be doing, but you’re unsure how to actually do it so that your marketing sounds authentically YOU and delivers results for your business.
This is where I come in. As someone who’s been where you are – having great ideas but struggling with the execution – I created the support I wish I had.
As your business’s Fractional Marketing Director, I’m in your pocket every quarter, ready to support you with your biggest marketing challenges. You’ll get personalised insights on what’s working, what isn’t, a roadmap with step-by-step execution instructions, and 1-1 guidance to easily level up your marketing and grow your business.
You’re here:
Doing all your own marketing, but it feels like busy tasks rather than aligned action
You’ve got no idea if what you’re doing is working or how to fix it
You have so many ideas about how you’d like to show up as a founder, but you don’t know how to execute them and don’t have time to sift through complicated advice and teach yourself
You’re not ready to outsource your marketing (Hell, you might even enjoy some of the creativity)
Your marketing is taking up too much of your valuable time without a payoff
You feel like your marketing isn’t aligned with who you are and doesn’t compel potential clients to reach out and work with you
You’re exhausted by trying to figure it all out yourself when you just want someone to sit with you and help you get it right
You can’t read the label from inside the jar, so you have no idea what your best messaging is
I want you to be here:
Clear on exactly what to focus on each quarter to move the needle
Confident in your messaging and how you show up online
Creating marketing that actually generates quality enquiries
Standing out authentically while staying compliant
Having expert guidance so you stop second-guessing everything
1-1 Support with your Fractional Marketing Director
Every quarter, we’ll come together for an intensive 90-minute CEO session and tackle your biggest marketing challenge head-on. Before the session, I’ll review what’s working and what needs to be improved, giving you an external perspective on your business and insights from a financial services marketing expert.
During our call, we’ll go through my findings and identify your best messaging because it’s the connection that sparks creativity. We’ll walk through the exact steps you need to execute your marketing sustainably and successfully for the next 90 days – a decade of marketing experience distilled into "do this, then this, then use it all these ways to get the best results."
This isn’t just a review of your marketing. It’s board-level insights, a content clinic and personalised implementation support that can boost your marketing in 90 days, rather than spending months trying to figure it out for yourself.
Areas we can focus on:
Optimising your social media profiles to get seen
Creating social media content, like a series for Reels or LinkedIn
Automations and funnels so you can get more time back
Onboarding so your clients have the best experience
Sales brochures and collateral to share with referrers or at events
Website copy that shows how amazing you are and connects with clients
Lead magnets (your freebies) to bring more people into your world
Hosting and promoting your first webinar to position you as the expert you are
Creating a new course or service to scale your business to new heights
You’ll walk away with
Crystal clear direction on your next 90 days of marketing
Confidence in your best messaging and how to flawlessly execute it
A recorded session you can reference anytime
Detailed action plan with step-by-step guidance
Expert insights that would take months to figure out alone
Consistent quarterly progress instead of random marketing tasks that go nowhere
“I wouldn't hesitate to recommend Jenn as her expertise is fantastic and she's been such a pleasure to work with.
I have really high hopes for what we can achieve together moving forward, and I look forward to seeing even more impact on our business pages!"
Jennifer Dugdale, Brand Financial Training
The 1-1 marketing support experience
Step 1: Choose your focus
Each quarter, you decide what area of your marketing needs my attention most - social media profiles, website copy, email sequences, lead magnets (freebies), onboarding, referral initiatives, funnels, automations, Reels, video, events, collateral, a signature series or launching a new service.
Step 2: Expert analysis
I'll analyse your chosen marketing area using my 10 years of financial services expertise, identifying what's working, what's not, and exactly why.
Step 3: Pre-session insights
You’ll get a detailed, actionable report with specific recommendations, step-by-step implementation guidance, and compliance-safe improvements tailored to your business.
Step 4: The CEO session
In this 90-minute call, we'll walk through your optimisation plan together so you understand exactly how to implement each recommendation and can ask questions. There are no silly questions.
We’ll deep dive into your best messaging that is authentically you and connects with your ideal client.
Whether you want to walk through editing your social media bios or have a masterclass in filming and editing reels, you’re in charge, and I’m here to help you achieve your goals.
Step 5: The follow-up
You’ll receive the analysis notes + call recording + detailed next steps action plan so you have clarity and confidence in your marketing for the next 90 days of needle moving action.
Step 6: Post-session support (annual clients only)
I get it. You can lose momentum after our session, which is why I offer 2 weeks of email support for ongoing implementation questions and hand-holding so you get shit done.
Why this works
No courses, no templates, no figuring it out alone. Just 1-1 support from a financial services expert with 10 years of experience. With me in your pocket, you get advice that's completely tailored to YOU. Plus, the ongoing support to make sure you actually get sh*t done instead of letting another great idea sit in your notes app forever.
Why you need 1-1 support
This is for you if…
You already have a solid strategy, but you need hands-on support to put your best tactics into action
You’re done wasting time on marketing that doesn’t bring results and don’t have time to waste trying to suss it out yourself
You’re over playing it safe and blending into a sea of same with educational content
You’re ready to show up with personality and purpose that draws ideal clients in
You want tactical support from an expert without the commitment of a monthly retainer
This isn’t for you if…
You don’t have a strategy, so you don’t know who you’re trying to reach, your offering, and so your actions aren’t aligned to your goals (check out the strategy session for help with this)
You’re not in a position to implement the changes we’ll map out in our calls
You’re looking for someone to do the work for you rather than with you (check out my monthly retainer)
Your Questions, Answered
Q: How is this different from your strategy session?
A: The strategy session creates your marketing foundations, helping you identify your ideal customer, best messaging and goals. These quarterly sessions focus on how you’ll achieve those goals, helping you optimise and improve specific areas of your existing marketing or bring new ideas to life.
Q: Can I book sessions more frequently than quarterly?
A: These are designed for quarterly momentum, but if you need more frequent support, then the monthly retainer might be a better fit.
Q: What if I don't know which area to focus on?
A: During our discovery call, I'll help you identify your biggest opportunity for improvement, taking into account your big business goals and your resources.
Q: Do I need to have completed the strategy session first?
A: It’s not required, but I recommend it. I don’t want you to create marketing for the sake of it. I want it to be speaking directly to the people you want to work with and getting you closer to your goals, which is what the strategy will help us identify.
Q: What happens between sessions?
A: You implement the recommendations. With the 4-session package, you get email support for questions, and I can provide feedback on any copy you want me to look at. Sometimes, you just need another set of eyes and someone to bounce ideas off to get the creative flow going, stay accountable and get stuff done.
Q: What stage of business is this suitable for?
A: This works best for established financial advisers who are already serving clients and have some marketing activity in place, but want to optimise what they're doing. If you're just starting out, the strategy session would be more valuable to build your foundations first.
Your investment
Option One
£750 for a one-off flexible marketing review of your choice
Or 2 payments of £375
Option Two
£2700 for 4 sessions (saving 10%)
Or 2 payments of £1350
Or 4 payments of £675
Bonus: 2 weeks of 1-1 email support
Ready to level up your marketing and have your best year yet?