I’ve spent 25 years in financial-services marketing, including roles with HSBC and Citi and at major advertising agencies in New York City.
That experience showed me what it takes to get strong marketing out into the world. I created Finventro to make that capability practical and accessible for professional firms—without needing a big agency, expensive subscriptions or a team of consultants.
Practical, no-fluff thinking on marketing, events and growth, for the advisers doing it themselves.
The four-jobs-at-once problem, the trust & referral evidence, and what actually moves the needle.
Read →Five post types with real examples, and exactly why each one earns a reply.
Read →A sustainable rhythm plus a copy-paste 4-week calendar you can run this month.
Read →Why events work, why they’re critical for IFAs, and how to run one end to end.
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