Together, we’ll create your Marketing Strategy Blueprint that transforms your expertise into a client-generating machine.

Marketing Strategy Support

for women in financial services 

From a financial services marketing expert with 10+ years of proven results

You're building something incredible in financial services. Your clients rave about your expertise and the massive impact you have on their financial futures.

But when it comes to marketing yourself there’s a disconnect. You're posting randomly, hoping something sticks, and wondering why your expertise isn't translating into consistent enquiries.

The problem isn’t your expertise. It’s that no one knows how brilliant you are.

I'm Jenn, and after 10+ years of marketing financial services products, launching propositions, and creating award-winning campaigns, I've seen this pattern everywhere: brilliant professionals with incredible expertise who are invisible online.

The Real Challenge for Founders in Financial Services

You have big dreams for your business:

·       Launch new services and offerings that showcase your expertise

·       Build your profile and position yourself as a thought leader

·       Generate multiple revenue streams beyond 1-to-1 advice

·       Scale your impact while staying compliant

But you're stuck because you don't have the marketing strategy to make it happen.

You're posting educational content that sounds like everyone else. You're playing it safe with compliance. You're invisible to the clients who desperately need what you offer. They’re daunted by their finances and sticking their head in the sand.

And meanwhile, people in the same space with half (or let’s be real, none) of your qualifications, experience and expertise are getting their business because they know how to market themselves.

Why Jenn?

10+ years in financial services marketing - Marketing is my jamI. 've launched many financial services products, built propositions, and created campaigns that drive results (and have won me awards).

Corporate-level strategy, entrepreneur-friendly delivery – As your Fractional Marketing Director, I bring the strategic thinking from my director-level corporate experience to your growing business.

I understand your world - The regulations, the compliance concerns, the need to build trust in a sceptical market.

But most importantly - I know how to help financial services professionals market like the consumer brands they actually are, without being boring and staying completely compliant.

No matter what stage you’re at, a marketing strategy is essential. When it’s done right, it provides a comprehensive blueprint that transforms how you show up online - and turns your expertise into consistent client enquiries.

You wouldn't dream of advising a client without first understanding their problems, needs, challenges, goals, resources or what's happening in the market.

It's time to treat your marketing the same way.

Why This Matters More Than Ever

This isn't generic marketing advice. This is a complete strategic overhaul of how you position yourself, articulate your value, and attract your ideal clients.

Together, we’ll work through my dedicated strategy playbook, based on my 10 years’ of experience helping other financial services businesses create and implement winning strategies. We’ll uncover and capture your unique story, values, and business goals in your own words and help uncover your best messaging.

By the end, you'll have a completely customised strategy document that reflects YOUR voice and YOUR specific market position in financial services.

Your ideal clients are scared of their finances. You're scared of showing up online and marketing your business.

Meanwhile, unqualified finfluencers with zero credentials are confidently giving advice on TikTok about massive money decisions - and people are listening because at least they're visible.

Here's what I'm seeing: clients telling advisers, "I wish I'd found you sooner" and "I buried my head in the sand for too long." Sound familiar? Because you're doing the exact same thing with your marketing.

You have real credentials, genuine expertise, and the ability to transform their financial futures. But you're worried about what to say, how to say it, and compliance, so you're posting safe, educational content that sounds like everyone else.

The result? Your clients can't find you because you're both hiding.

They need you to show up so they can stop making costly mistakes with unqualified voices. And compliance shouldn't hold you back when you work with someone who knows exactly how to create content that connects and converts without being boring.

“Jenn helped us to create a strategy and social media objectives to give us some direction in terms of content, so that we could make sure we are posting content that's valuable to our audience.

The results of this has been over a 100% increase in engagement, particularly on Linkedin.”

Jennifer Dugdale, Brand Financial Training

The Marketing Strategy Blueprint Experience

The strategy session

We start with a comprehensive strategy day where we map out your entire marketing approach:

Your unique positioning - How to stand out in a crowded market

Detailed client personas - Who you serve and what they actually need

Your funnel – Where are your prospects in their journey to paying clients

Your client journey – Understand how they feel so your content deeply resonates

Content pillars - What to talk about that drives engagement AND enquiries

Competitor analysis – Play where you can have the most success

12-month strategic roadmap - Clear direction for every piece of marketing

Compliance-safe frameworks - Marketing that works within regulations

The follow-up strategy build

I do all the building behind the scenes, turning your words and insights into something that connects the dots between your expertise, your marketing and your ideal customer.

Two weeks later, we review and refine your strategy together because this roadmap has to work for you, your business and your goals:

Perfect your messaging - Ensure everything sounds authentically you

Address any concerns - Fine-tune based on your feedback

Your complete marketing toolkit

• Your personalised marketing strategy playbook - Your expertise and insights captured and organised so you’re clear and confident in how to leverage them in your marketing

• 12-month content calendar - Map out your next 12 months so you never have to wonder what to post again

• 90-day action plan - Get crystal clear on the tactics you need to use that move the needle for your business

• Sustainable content system - Marketing frameworks and templates you'll use forever to help you easily create content that connects and converts your ideal clients

Why This Works

Because you're not just getting advice - you're getting the complete strategic foundation, from a financial services marketing expert, that agencies charge £5k+ to create.

The Strategy Transformation

Before

  • Posting randomly

  • Focusing on safe, educational content

  • Hoping something works

  • Feeling busy with marketing ‘tasks’

  • Frustrated by lack of results

After

  • Crystal clear on who you serve and how to reach them (because confused clients don’t buy)

  • Confident in your messaging, positioning, and how to show up online

  • Easily creating strategic content and consistently generates high-quality enquiries

  • A roadmap that supports your big business dreams, whether that’s launching new services or scaling your expertise

  • A marketing system that is working hard to bring in enquiries and frees up your valuable time

This is for you if:

✓ You're established in financial services but ready to think bigger

✓ You have ideas for growing your business but don't know how to market them

✓ You're tired of generic content that sounds like everyone else

✓ You need help marketing compliantly without being boring

✓ You're ready to position yourself as a thought leader

✓ You want a marketing strategy that actually generates business results

Your Investment

PAY IN FULL

£1,800

What you get:

  • Comprehensive strategy session

  • Follow-up strategy refinement session

  • Personalised marketing blueprint

  • 12-month content calendar

  • All frameworks and templates

  • 90-day implementation roadmap

  • Pay in full bonus: Channel audit and optimisation plan - Fix what's not working and ensure your profiles are discoverable and devourable, worth £750.

PAYMENT OPTIONS

  • 2 payments: £900 each

  • 3 payments: £600 each

Limited Availability

I only take on 2 strategy sessions per month to ensure each client gets my complete focus and expertise.

This is the foundation that everything else builds on. The blueprint that transforms your expertise into consistent client enquiries.

Want a sneak peak?

MASTER your marketing foundation

Simply put, your marketing foundations are the who, what, why, and how of your business.

They're totally unique to you, meaning they'll make you stand out online and can't just be replicated by your competition. 

Your brand is built on these key foundational elements, but they’re often overlooked when you’re starting your business because you need to focus on other priorities. But without clarity and confidence in them, your brand won’t be able to support your business growth.

That’s why every strategy session I complete starts with this. Get your hands on the exact process I use. This is by far my most popular freebie and has helped hundreds of business owners.