Perfect for established financial services professionals ready to elevate their marketing beyond generic content but not ready for a full marketing team.

Expert guidance every quarter on your biggest marketing challenge - from social media optimisation to website copy, email funnels to lead magnets. Get strategic direction from a financial services specialist without the full retainer commitment.

Quarterly 1-1 Marketing Support with Your Fractional Marketing Director

You're established and successful, but your marketing feels stuck. You post regularly but wonder if it’s actually driving any real business results.

You have so many ideas for your marketing, but when it comes to executing them, you feel overwhelmed by the technical know-how required and the time it takes. So you default to safe, educational content that looks like everyone else's - forgettable and generic.

And I get it.

You're busy serving clients (who absolutely rave about you) and growing your business. You don't have time to become a marketing expert too. But you also can't afford to not leverage your expertise, showcase the way your clients feel about working with you, and let your marketing slide while competitors get ahead.

Here’s the truth

You don't have a marketing system that’s designed to showcase YOUR voice, your best messaging, and your expertise to bring in high-quality leads.

You have marketing tasks that keep you busy without delivering anything valuable back. And without clear direction, you're invisible to the clients who desperately need your expertise.

What you need is expert eyes on your marketing - someone to audit what's working, spot what's not, and give you clear, actionable steps to optimise and improve.

1-1 support that’s guided by you:

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1-1 support that’s guided by you: *

✓ Expert audit - Professional review of your biggest marketing challenges each quarter from a financial services marketing expert

✓ 90-minute 1-1 implementation call - Walk through your optimisation plan together with hands-on guidance and no questions left unanswered

✓ Actionable optimisation - Clear steps to improve performance, not just theory

✓ Authentic positioning - Stand out by showing your personality, unique POV, expertise and values, not just your qualifications

✓ Compliance confidence - Marketing that works within financial services regulations without being boring

✓ Consistent progress - Quarterly momentum without the full retainer investment

✓ Flexible focus - Tackle what matters most to your business right now and build your marketing engine up from the ground with guided support

This is the difference between thinking you know what you should do with your marketing and having a financial services expert consistently helping you execute and improve it quarter by quarter.

If you’re here…

  • Posting consistently, but wondering if anyone actually cares about your content

  • Second-guessing everything you create, unsure if it's hitting the mark or just adding to the noise

  • Feeling like you're constantly creating marketing content but never seeing real progress or improvement

I want you to be here…

  • Your marketing operations are optimised and working strategically instead of just keeping you busy

  • You're confident in your marketing direction and have firm foundations in place to support your growth, because you have expert guidance every step of the way

  • You're seeing consistent improvement in engagement, enquiries, and client quality quarter after quarter

How it works

Your quarterly marketing optimisation sessions start here.

  • Each quarter, you decide what needs attention most - social media profiles, website copy, email sequences, lead magnets, onboarding, referral initiatives, quarterly marketing planning and priority setting, or any other marketing challenge you're facing.

  • You'll receive a brief questionnaire to help me understand your current situation, goals, and specific challenges in your chosen focus area.

  • I'll analyse your chosen marketing area using my financial services expertise, identifying what's working, what's not, and exactly why.

  • A detailed, actionable report with specific recommendations, step-by-step implementation guidance, and compliance-safe improvements tailored to your business.

  • 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 about execution.

    There are no silly questions. We can go as detailed as you need. Whether you want to walk through how to set up your optimised 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.

What you’ll walk away with

This isn't just another standalone audit that points out flaws and leaves you with more questions than answers. It's a practical, actionable 1-1 optimisation session that shows you exactly:

• Optimised social channels that are working hard to bring ideal clients into your world

• Absolute clarity on what's working and what isn't in your current marketing

• A prioritised action plan so you know exactly what to do next

• Platform-specific strategies tailored to financial services

• Content structure templates that make creating content easy and balance education with conversion

• Renewed confidence in your marketing approach

• The relief of having expert eyes on your content from someone who understands your industry

“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 forwards, and I look forward to seeing even more impact on our business pages!"

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 after every session for implementation questions, copy feedback or optimisation support.

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.

 

Q: Can I book sessions more frequently than quarterly?

A: These are designed for quarterly momentum, but if you need more frequent support, I offer Power Hours or the 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. If you don't have the right marketing foundations in place, we can discuss whether the strategy session would be more valuable first.

 

Q: What happens between sessions?

A: You implement the recommendations. With the 4-session package, you get email support for questions and I can 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.

 

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.