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
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.
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..
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 content that sounds like everyone else, and you're playing it safe with compliance, making you invisible to potential clients. They’re already daunted by their finances and sticking their head in the sand - so they desperately need to find you.
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 jam. I'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.
Why This Matters More Than Ever
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 you’re focusing on the tactics and not your strategy.
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.
Why strategy MUST come first
STRATEGY = The blueprint
WHO you serve (ideal client personas)
WHAT makes you different (unique positioning)
WHY clients should choose you (value proposition)
WHERE to find your ideal clients (channel strategy)
HOW to speak to them (messaging framework)
TACTICS = The execution
Writing specific social posts
Optimising your LinkedIn profile
Creating email sequences
Building sales funnels
Filming video content
Updating your blog
Strategy first, tactics second
Think of it this way:
Without Strategy: You could be creating amazing marketing but if it’s not speaking to the people you want and isn’t posted in the right place, you’re not going to see results - it looks busy, but it's not stable or sustainable.
With Strategy: Every piece of content, every social post, every client touchpoint is purposeful and moves you toward your business goals
“I just need help with my social media..."
I hear this all the time. And I get it. You see the tactical gaps (inconsistent posting, content that doesn’t reflect how amazing you are, low engagement and feeling ghosted) and want to fix them fast.
But here's what happens when you jump straight to tactics without strategy:
You create content that sounds like everyone else because you haven't defined what makes you different.
After your strategy session, you won’t just be clear about what makes you different, you’ll be so confident you’ll be shouting it from the rooftops because sometimes you can’t see your own brilliance and an external pair of eyes and a cheerleader make all the difference.
You post consistently but attract the wrong enquiries because you haven't clarified your ideal client.
After your strategy session, you’ll know how to get your marketing to do all the heavy lifting for you. Your message will sing to your ideal clients and turn away the people who aren’t right for you, saving you even more time.
You optimise your profiles, but still blend in because you haven't nailed your unique positioning
After your strategy session, you’ll have the simple frameworks I use to help you articulate, over and over, why you're the right choice for your ideal clients. We'll put into words those intangible benefits, like the confidence, clarity, and security your clients gain and in language/stories that resonate deeply with them.
You're busy with marketing tasks but see no business results because your actions aren't aligned to clear goals
After your strategy session, you'll never stare at a blank page wondering what to write again. Every marketing decision becomes easier because you have a clear filter: "Does this align with my strategy?" It's like having me as your marketing consultant on retainer, but captured in a document you own forever.
“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
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.
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
✓ You're posting randomly, hoping something sticks
✓ Your content sounds like everyone else in financial services
✓ You're not clear on who your ideal client actually is
✓ You don't know what makes you different from other advisers
✓ You're doing marketing tasks but not seeing business results
✓ You feel overwhelmed by all the marketing options and don't know where to focus
You need a strategy if…
Your Investment
PAY IN FULL
£2,200
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: £1,100 each
4 payments: £550 each
P.S. Still not sure if a strategy is what you need? Book a 15-minute clarity call with me, and I’ll help you figure out your next best steps. No sales pitches, just honest guidance because I’m not about gatekeeping my knowledge.
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.