Co-Founder, Marketing Strategist,
Coach & Copywriter
I launched AMS in 2005 with help from friend and financial-industry titan Jason Wenk (Founder of FormulaFolio Investments and Retirement Wealth Advisors).
While working at RWA we raised over $100 million in AUM from marketing campaigns we worked on together. I assisted with:
- digital marketing campaigns
- seminar marketing campaigns
- direct-mail campaigns
- copywriting projects
- client follow-up processes
- appointment setting
- client support
- client account reporting
- client file management
- product development
- filming & editing
- web development
- media productions
- and more…
These marketing strategies have helped advisors raise over $2 billion in AUM… and played a role in helping FormulaFolio Investments become the fastest growing RIA in the US.
I now use my marketing experience, knowledge and skills to coach other advisors in attracting new leads, appointments and clients through seminar, direct-mail and digital marketing strategies.
If you’d like to hire me for consulting, here are my current rates:
30 Minute Marketing Consult Call
60 Minute Marketing Consult Call
Travel to Your Office for a Full Day
RATE: $9,750 (Plus hotel, first-class airfare and travel expenses paid)
Please be prepared to send me as much information prior to our meeting, so that we can get the most out of every minute.
Contact me to discuss scheduling.