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Professional journey
All financial firms want to automate the things they hate. I figured out how.
With over 10 years growing financial advisory businesses, I can show you how to run a lean ops & marketing machine in the background - even while you sleep.
In 2011: I finished university with a First, but couldn't find a job I loved (I settled on being a janitor).
In 2020: I became a specialist marketer, gaining CIM status whilst working at one of the UK's leading agencies for financial services.
In 2024: I pivoted and launched my own business, using automation to solve the tedious manual tasks burdening financial advisers (so they can scale what they love doing).
Here's how I can help you:
1. Follow / Connect with me for daily thoughts on how to automate your marketing and ops.
2. Join my biweekly LinkedIn newsletter for a deeper dive into these topics (The Advisor Growth Club).
3. Send me a message for a free, 20-min chat about automation ideas for your own business.
See you in the feed!
Skills
Google AdWordsArtificial IntelligenceData AnalysisAutomationBusiness MarketingBusiness DevelopmentCustomer Relationship ManagementCommunication SkillsConsultingContent CreationCustomer Demand PlanningProject PlanningWeb DevelopmentDirect MarketingKnowledge of FinanceSalesForecasting SkillsSearch Engine OptimizationRecruitmentMarketingStrategies of MarketingInternational RelationsLink BuildingQuantum GIS (QGIS)Sales ProcessesSocial MediaTarget Market SelectionProfit-Based Sales TargetsWeb TrafficsCoordination SkillsKnowledge of CampaignsMetricsPay-per-Click MarketingFinance ConsultancyBudgeting SkillsCopywritingSafety PrinciplesCustomer Account Management