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Meet Your Marketing Consultant
I’m sure you’re wondering who I am and if it’s a good idea to work with me and my firm. So let me give you some background on my experiences and career to date.
I’m originally a journalist by trade and started working with financial advisors back in 2008. I created my company, SEO4Advisors, in 2010 after two years at an established firm where I helped manage continuing education webinars and create useful website content for advisors. I have always focused on search engine optimization as my core service because I believe it is essential and also a great opportunity for independent advisors. I’m a continuous learner and, over the past decade as SEO has evolved and incorporated so many areas of online marketing, I’ve spent countless hours learning as much as I could in all areas of online marketing including pay per click, social media, and the many technological subtleties around building a really well performing website.
Along the way, I moved to Chile, continuing to work remotely for my advisor clients. There I worked on a few ventures that vastly accelerated my knowledge of company building. And what a ride it was. In 2014, I build a travel startup called Voyhoy that in only three years grew to nearly 1 million monthly visitors, mostly through free traffic gained from our focus on search engine optimization. I finished top of my class at Founder Institute, the intensive global business incubator with a 30% graduation rate, and was honored to be named one of the Top-10 Entrepreneurs in the country by the 15,000-member Entrepreneurs Association of Chile. Less than two years later, my company became the first Chile-based startup to graduate from the prestigious Techstars business accelerator and we had launched in 6 countries in Latin America.
Building a travel startup is hard work and we were eventually unable to raise the tens of millions of dollars we needed to stay competitive with many deep-pocketed international corporations in the sector. So I went back to business in the financial advisor space with a renewed focus and a whole lot of new knowledge for how I could help.
Top Ranked Advisor is the continuation of my original company, with a special focus on using the best technology systems to get even better results. I started TRA in 2020 with a longtime friend and industry associate Brent Carnduff, founder of Advisor Web Marketing. Today I have a team of really skilled developers and support staff from around the world and I bring in expert consultants to help in their areas of expertise whenever needed.
What we believe in
We offer complete custom marketing solutions for financial advisor firms. We can work as consultants supporting your in-house team or we can build your online assets from the ground up. We believe in thoroughly analyzing your situation, using the best tools available to us to review your website and online presence, and immersing ourselves in reviewing your competitive landscape. There is a wealth of data that we can learn about from your competitors to ensure you outperform them.
We believe in honesty and transparency. We start and end all engagements with analytics — providing you with a clear before-and-after report so you can see the results we’ve delivered. We will always work hard to help you succeed and continue to seek new ways to get better results.
We work with only a dozen or so firms at a time, so that we can ensure proper attention is given to your project. This also helps us avoid conflicts of interest in working with two directly-competing firms at once.
We seek long-lasting relationships with our clients, and will always offer a hands-on, flexible approach rather than commoditized services engagements.
Our ideal clients are independent, fiduciary financial advisor firms that understand the importance of technology in growing their businesses.