There's a reason she's the go-to consultant for helping financial companies & real estate professionals to market and grow their business online. It starts with the strategy and ends with making sure every last tech/design detail is taken care of.
Have an Insurance Marketing Organization you want to grow?
I'll position your company for massive growth using a turn-key recruiting system, additional revenue streams, white label agent marketing system, proven client presentations tools and a training portal for your agents.
Financial Advisor or Life Insurance Agent looking for marketing support?
With more than 20 years in the financial industry, I’ll help you design a turn-key marketing system for generating more leads, appointments & sales.
Realtor in the US or Mexico interested in growing your sales, building a team & adding recurring revenue?
As the Founder of the Global Realty Team, I’ll help you brand yourself, generate leads, recruit a team, automate your marketing and grow your monthly recurring revenue.
Interested in moving to Mexico and renting/buying in Cabo San Lucas?
I’ll help you with resources and connections to assist in this process. I live in Cabo, own property there and am a licensed Realtor. I have been through the process required to get a Mexico Visa and can advise on various income and capital gains tax reduction strategies. Let's connect prior to you selling a highly appreciated property or business to make the move to Cabo.
"Jenn is smart, thinks outside the box, and very diligent. She helped us create a 6-week online Financial Accelerator program that resulted in ideal clients applying to work with us, a private members area for our clients, several lead generation funnels, a Financial Friday email sequence that nurtures our leads on autopilot, a book funnel to sell our book, a new website & business systems that will help us scale our financial practice. She also helped us launch a podcast that helped us simplify our marketing, build our brand and reach our ideal audience for free. I highly recommend her services to anyone looking to grow their business!"
- Brian Zeek, Owner Surf City Financial Group
"Jenn and I worked together for five years at both Asset Marketing Systems, as well as Preservation Financial. Jenn is one of the most talented, brightest, hard working, and focused individuals I have ever worked with. As an example, at Asset Marketing Systems, for three of those years she almost single handedly created, managed, coordinated and directed Asset Marketing Systems’ Sales Symposiums. These events continue today as one of the premier training events in the financial and insurance industries. At Preservation Financial, Jenn created our business plans, managed both our internal office staff as well as coordinated our associate producers. Her passion for perfection, her tireless work ethic, her incredible organizational skills, and her knowledge of our industry have already made her a success, but her creative “out of the box” thinking will always keep her ahead of the pack!"
- Michael Botkin, Owner Botkin Financial Group
Experience using all top marketing platforms & can help you with tech recommendations.
Experience & Background
Unique 20 year background in finance, online marketing & working with IMO's.
Branding & Design Eye
All clients get a Brand Blueprint & design templates to ensure brand consistency.
Leadership & Strategy
Named one of the Top “40 Under 40” Outstanding Young Leaders in San Diego.