THE MOST COMPREHENSIVE MARKETING PLATFORM FOR ADVISORS
JESSI LATIMER Senior Marketing Consultant
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 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.
"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.
