Broker Check

THE MOST COMPREHENSIVE MARKETING PLATFORM FOR ADVISORS

JESSI LATIMER
Senior Marketing Consultant

At Your Service...

I have been nourishing and delighting financial professionals since 2015. I make sure advisors are getting the highest value out of their digital marketing strategy while focusing on their individual or company approach.
  I keep my clients and referrals up to date with our beneficial marketing tools and our latest automated email and social media opportunities for increased awareness and engagement. 


:fmg-youre-welcome:

"Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved."
- Helen Keller  

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



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