In finance, clients buy certainty, confidence, and competence.
Authority beats aesthetics.
Pretty branding won’t save a business that can’t articulate expertise.
People choose an advisor
Finance is tied to identity:
security, safety, self-worth, legacy, family, freedom.
The market wants interpretation
Someone who can explain what it means for real people, right now.
Consistency compounds more than ad spend.
Finance is all about long cycles.
Logic brings clients in. Emotion closes the deal.
Finance marketing needs both.
STRATEGY > EXECUTION > AUTHORITY
WHAT I DO
I help finance businesses build real authority through:
• Research-led strategy
• Sharp positioning and messaging
• Multi-channel content frameworks
• Full execution across LinkedIn, social, email, websites and SEO
• Monthly newsletters that educate and convert
• Creative campaigns for launches, sponsorships and events
• Long-term brand visibility
• Leadership-level marketing direction without the internal hire
You get the thinking, the planning and the doing.
THE PK FRAMEWORK
Marketing only works when the foundations are clear. That’s why every project begins with strategy.