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I help financial advisors create powerful content  and build stronger brands 

(Boutique investment managers and small firms, visit


This is me

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I'm Corey. I'm a financial services marketer.

I left the corporate marketing environment and have been out on my own since 2019. Before this I spent 15 years marketing for the firms; Boutique Asset Manager, Large Asset Manager, Insurance Company (annuities), and Regional BD.

And here I am now.

Today I work with highly motivated financial advisors, teams, and boutique investment managers (< $5b) as a marketing consultant and content creator.

I don't pretend to know everything, but I'm pretty damn good at some things.

If we've previously connected, you know that I give away everything I can think of, my best advice, as often as I have the time to do it.

I do this:

  • Because I know the magic is made in the details & execution. I'd rather you know what I'm about and want to work with me because you need my help.

  • Because I don't believe in friction, gates, gimmicks, or tactics.

  • Because you might just need a fresh idea and I'm happy to help.

On the fun side: I'm married to Jess, we have three boys: twin 9 y/o's and a 3 y/o, and a nutty German Shepherd, we live in the Philly suburbs.

I grew up in Vermont, went to school in Rhode Island, and to relax you can find us unwinding in the Poconos or up and down the east coast.

My interests not in order: Creating, learning, carpentry and working around the house, watching basketball, and playing golf (if there's time for it).

That's a little about me, cheers

I work with clients in two ways:

  1. As a Consultant - You're ready to tackle the marketing yourself or have marketing talent in place and need guidance. I work with Financial Advisors and financial industry solopreneurs as a marketing consultant / fractional CMO.

    I'll be active with you in between meetings so that we stay on track—accountability.


  2. As a ​Creator - You need help with marketing content. I'll personally jump in and create content for you and your business. I also have a wide network of talent that I am proud to lean on depending on the depth and overall capacity needed for the job. 



What I Do

Digital Content

Social Media


Video Production


Traditional Content



Brand Management

Marketing by a marketer who still rolls up his sleeves.

Clients &

I've been lucky enough to help build, consult, and create for a few great firms

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Recent Content

I'm pretty active on LinkedIn, but also adding value on a handful of other platforms.

  • LinkedIn
  • YouTube
  • iTunes
  • Spotify
  • Twitter
  • Instagram
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