WHO IS THIS FOR?
Ideal for advisors with limited resources who seek a systematic and scalable marketing plan.
The most valuable and minimum marketing plays that every advisor should run to score more ideal clients and create more raving fans.
If Your SCORE Assessment is below a 6 this program is for you.
DONE VS. TO DO
ADVISOR ACCELERATORS
1:1 STRATEGY SESSION
MARKETING PLAYBOOK
EXECUTION SUPPORT
SCORE more and better clients!
Only $200/month/team
(billed monthly)
MVP Scholarships
In honor of Playmaker Coaching & Consulting’s 5th Anniversary, we’re giving five driven financial advisors an incredible chance to join our MVP Program for just $600 for the entire year—a 50% discount from the usual $1,200!
This is your chance to supercharge your career with personalized coaching and support—all at a fraction of the regular cost. Application submission are open now, and we’re selecting just 5 lucky winners—so act fast!
Ideal Client
Segmentation
Target Markets
Content
Online Prospecting
Digital Presence
Marketing Materials
Lead Generation
Testimonials
Networking
Speaking
Client Appreciation
DPMS
COIs
Now, instead of dreading prospecting or feeling like marketing is overwhelming, inconsistent, or unintentional, business owners have:
I believe that you deserve to attract more ideal clients and that it doesn’t have to be so difficult
In my journey, I have found that my greatest teammates are my husband, Keith, and my daughter, Samantha. They always encourage me to stay true to my own game and maintain an offensive mindset.
Living with intention is a value I hold close to my heart. This year, my chosen word is “Go.” It serves as a reminder to go be great, go on adventures and that sometimes we have to let go to go up. Let’s go be great together!
Together, we can explore strategies and approaches that allow you to go do what you do best!
CREDENTIALS
Chartered Life Underwriter (CLU)
Certified Financial Consultant (ChFC)
Master Certified Greider Breakthrough Business Coach
Certified Trainer
Certified Group Fitness Instructor
The University of Missouri, Bachelor of Science, Marketing
COMMUNITY INVOLVEMENT & ASSOCIATIONS
Sea Captain Performance – Executive Coach
The American College – Member
Small Business Owner Community – Member
Girl Scout – Volunteer
St. Leonard Catholic Church – Pastoral Council Vice Chair
Alpha Kappa Psi Foundation – Volunteer
University of Missouri – Guest Faculty
Wisconsin Women’s Business Initiative Corporation (WWIBC) – Guest Faculty
AWARDS
Top Executive Coach by CoachFoundation.
2025 Best Financial Advisor Growth Partner
2024 International Women Entrepreneur Award Winner