Client Testimonials
Lauren took the initiative to lay out an ongoing marketing and communications plan for me and has kept me on track towards my goals for almost five years now. I no longer worry that I’m not doing enough marketing or that I’m not communicating enough with my clients. Her background in financial services is a huge plus as she understands the RIA industry very well. Adding Lauren to my team has been a very smart decision for me, and I’m looking forward to many years of this partnership.
Cathy Curtis, CFP®
Founder, Curtis Financial Planning
I considered many of the biggest names in advisor marketing before deciding to work with Lauren. I didn’t like anything that the larger firms could bring to the table for me because it looked so similar to what everyone else was doing. Lauren brought a fresher perspective to the equation and has been able to help me create unique, on-brand content that truly resonates with my target audience. I value Lauren as a member of the team and look forward to our continued partnership.
Anh Tran, CFP®
Managing Partner, SageMint Wealth
Lauren has become one of my most valued partners when it comes to thinking through high-level business and marketing strategies. She challenges me when it matters and helps me execute new plans when the time is right. Every independent financial advisor needs a competent collaborator like Lauren to help them anticipate problems and opportunities from a fresh perspective.
Tanya Nichols, CFP®
Founder, Align Financial