Clients & Testimonials
You're in
You're in
good company.
Financial firms, wealth managers, and fintech leaders who chose to lead the conversation — not follow it.
Featured Clients
The firms that moved first.
Tom Lydon
CEO, Global Trends Investments · Former Vice Chairman, VettaFi · ETF Trends Founder & CEO
I have numerous opportunities for media appearances, from CNBC to webinars and podcasts, but it all lacked choreography. Emily has a visionary grasp of the marketing landscape. She intuitively knows how to package people and brands, especially through short-form content. Together, we're crafting a cohesive narrative, strategically highlighting my contributions to the ETF space and financial services.
More Client Voices
Results that speak.
Lars Phillips, CFA, CFP®
Lead Advisor | Partner, Avier Wealth Advisors
Something about these videos that I REALLY like. I'm not sure if it's the lighting, content, or just general attitude… but I feel more real, more like I'm talking to someone and not just spouting facts. A little more swagger. Really happy with these, not to mention the thousands of additional views since we began the YouTube and LinkedIn campaigns.
Kyle Portnoy, CFP®
Founder, Cresvita Capital
Emily helped me build a content marketing and social media video strategy, making what was once an intimidating topic very approachable and intuitive. She not only provided me with tools to go out and execute on my plan, but gave me the confidence to get out of my comfort zone and grow as an advisor. Without her I'd still be marketing my business like it was 2007.
Mitch Joel
Founder, ThinkersOne
Emily is at the cutting edge of technology. Voice is (and will be) the most natural way for humans to interact with technology, and Emily is leading the charge in helping brands and businesses understand how to capitalize on this massive shift.
Rajul Kadakia
Chief Client Officer, Dimensional Fund Advisors
Emily helped me find my authentic voice and style on camera — not by changing who I am, but by instilling confidence so I could just show up and be myself. Highly recommend.
Courtney McQuade
Social Media Manager, Citywire USA
When it comes to voice marketing, Emily is an invaluable resource. Her guidance for Citywire's Alexa Flash Briefing and podcasting setup was key when it came to our content strategy and promotion through social media. I will definitely work with her again.
Brian Roemmele
President, Multiplex
Emily has a grasp on the pulse of this new industry and will garner a first mover advantage to those that move her advice to action.
Ready?
Your authority.
Your only moat.
No long forms. No 12-step funnels. A direct conversation about what is possible for your firm.
Book a Good-Fit Call Let's Talk