"CaroleAnne is a master at crafting custom strategies to help advisors expand their reach and grow their practice.
By identifying gaps in my approach, she provided valuable coaching to improve how I communicate with clients and effectively showcase the value of my services to new prospects. Once we finalized my marketing plan, she didn't just hand me a strategy—she rolled up her sleeves and brought it to life. From creating monthly blog posts and quarterly newsletters to managing social media content and client emails, she took care of the heavy lifting.
Thanks to our partnership, I've earned the trust of clients in my niche and exceeded my growth goals ahead of schedule."
Eric Imley, CFP®
"CaroleAnne has been an integral part of our team at Leisure Capital Management since 2019, helping us craft a fresh, cohesive brand identity and implement consistent marketing strategies to grow our practice.
Her contributions have been essential, from establishing our firm’s distinctive 'voice' to delivering custom website content and design, authoring our monthly newsletters, and collaborating with our advisors to produce two books that have opened doors to new client opportunities and elevated my own speaking engagements.
In an industry where strong relationships fuel growth, CaroleAnne and her team at The Advisors Voice remain our trusted marketing partner and a key to our continued success."
Gideon Bernstein, CFA, CAP®
"I brought in CaroleAnne to help our founding team at Verity create a new brand and kick off marketing and PR efforts to promote our solution.
Over the five years we worked together, she not only guided our marketing strategies and provided exceptional content and leadership, but she was also responsible for creating nearly all the content on Verity’s website, as well as crafting our marketing collateral and technical white papers. Her ability to translate highly technical information into clear, compelling messaging was invaluable.
CaroleAnne was a tremendous help when she was needed most, enabling us to grow until we could add an in-house marketing team in Zurich."
Raffaello D'Andrea, Co-founder & CEO