Strategic Marketing for Expert Advisors
We help advisors market, sell, and productize their expertise
Your work has substance and you want your marketing to be as smart as you are
You have deep expertise and a wealth of experience.
You dig into root causes. You may have breadth AND depth.
You may have your own way of doing things that can be turned into a unique proprietary process
Your work and results are profound and transformational.
You want to convey the depth of what you offer. You want to share your wisdom with the world.
You suspect (or know) that you have a book inside you. Maybe more than one.
If you've hired marketers in the past, you were likely frustrated or disappointed that they didn't "get" you. They may have over-simplified or misrepresented your work - or crammed you into a cookie-cutter formula that didn't fit.
Helping experts get their genius out of their heads and into the world is the essence of our work.
For Solo Advisors
Get a partner to handle marketing for you so that you can spend your time working with paying clients.
For Boutique Firms
Get your expertise out of your head and into messaging, systems, and productized services that other people can deliver.
We help you design and implement a marketing and sales system that works to scale high value advisory services
Communicate your value proposition
Develop clear, compelling messaging and sales language that communicates your value without dumbing it down.
We help you articulate what you do, who it’s for, and why it matters (so prospects “get it” quickly.)
The result: shorter sales cycles, better-fit clients, and marketing that feels like you.
Create thought leadership assets
Turn your expertise into frameworks, assessments, videos, e-books, and articles that educate and build trust.
Your best clients don’t need convincing. They need clarity about how you can help them.
We help you organize and express your thinking in ways that demonstrate authority and spark “I need this” moments.
Design a visual framework to sell your thinking
Turn your complex, big picture offer into a visual you can draw on a bar napkin.
Having trouble summarizing the depth and substance of your offer in a 30-second soundbite?
A picture is worth a thousand words. We help you organize your genius into a visual framework that is simple and easy to grasp on the outside, but built to hold complexity on the inside.
No "dumbing down" required.
Develop systems to move buyers forward
Get the tools, content, and touchpoints to help serious buyers move forward.
We reverse-engineer your marketing from the point of sale, not the top of the funnel.
The focus isn’t on vanity metrics like visibility or engagement — it’s on providing what your clients actually need to decide to work with you.
Productize your services
Organize and capture your flow of work so that clients can implement faster (and other people can deliver it)
We help you turn your library of tools and processes into assets like instructional videos, presentations, worksheets, tools, and templates.
Use to create self-paced client materials, streamline delivery of 1:1 engagements, or teach others to deliver it.
The rules of B2B buying have changed. Has your sales & marketing system caught up?
Your next client has probably already chosen you (or ruled you out) before you've had a single conversation.
Competing and Winning in an Era of Buyer Control breaks down what's actually driving this shift and what boutique advisory firms can do about it.
Inside this free research report, you'll discover:
- The uncomfortable math behind modern B2B buying: Gartner data shows buyers spend just 17% of their purchasing journey with potential suppliers. Here's how to make every touchpoint count
- Why being small is a strategic advantage right now and the five-part action plan that lets boutique firms outmaneuver their larger, slower competitors
- The trust paradox no one talks about: buyers are more self-directed than ever, yet research shows 73% still rely on word-of-mouth recommendations above all else.
- What "buyer-controlled" actually means for your website, your content, and your sales conversations (and the simple shifts that put you in consideration before the search even begins.)
Download the report and see where your biggest opportunities are hiding. No opt-in required.
Trusted Advisor Marketing Checkup
Answer 17 quick questions and get instant insights
This Scorecard has been designed to show business advisors where their marketing is already strong and provide instant, actionable steps on how to improve.
- It takes about 5 minutes
- It’s completely free
- Receive customized results instantly
Hi, I’m Patty
I’ve spent 30+ years as a self-employed professional and collaborator to other experts.
I now work with a small number of clients who want to grow — not by shouting louder, but by getting clearer.
I work alongside you as a strategic thought partner — backed by a small, trusted team that can execute on our ideas
If you want to build a system that fits your business (instead of trying to force your business into someone else’s system), we should talk.
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