THE MARKETING INTENSIVE
what if marketing felt easy next year?
Get a complete 2026 strategy that tells you exactly where to focus, what to say, and how to stop wasting your energy.
Does it ever feel like your marketing is a whole lot of effort for not much return?
You post on LinkedIn (or X, or Instagram).
You’re sending newsletters.
You’re networking.
You’re recording videos.
You have a VA writing blogs for your website.
Basically, you’re checking all the boxes everyone says you’re ‘supposed’ to check.
But when you look at actual discovery calls booked and new clients signed, your results don’t feel anywhere near proportional to the effort.
The constant second-guessing of yourself — and the nagging feeling that you might be wasting your time on the wrong things — is what makes marketing so damn exhausting.
You’re not doing anything wrong, but if you feel like this, you either don’t have a clear strategy or you haven’t fully committed to one yet.
The Marketing Intensive gives you a complete 2026 marketing plan so you can stop spinning your wheels and start moving forward with confidence that you’re doing the right things.
how it works
STEP 1: Initial Audit + Diagnostic
After you book, you’ll receive a detailed questionnaire where you can tell me everything.
Think who you are, what you do, who you serve, how you currently market, how you’d market in an ideal world, and everything in between.
Meanwhile, I’ll get caught up on your existing online presence. I’ll review your website, opt into your newsletter (if you have one), and binge your social accounts so I come to our session fully prepared.
STEP 2: 2-Hour Strategy Session
Next, we’ll meet for our strategy session.
We’ll spend the first hour diving deep into your business, your ideal client, and how you’ve been marketing up to this point. We’ll analyze what’s working well and what’s not.
We’ll spend the second hour creating your plan for 2026. We’ll cover everything from referral systems to inbound strategies to outbound tactics so you feel confident you know exactly how to market in 2026.
STEP 3: Your 2026 Playbook
Within two weeks, you’ll receive your custom 2026 Marketing Playbook.
Your playbook will document everything we analyzed about your current efforts and lay out your step-by-step strategy for 2026.
You’ll walk away knowing exactly what actions to take to market your business effectively in 2026.
about that playbook…
Within two weeks of our session, you’ll receive a beautifully designed, custom Playbook that maps out your entire strategy.
YOUR PLAYBOOK INCLUDES:
✔️ Your 2026 marketing goals and success metrics
✔️ Clear audience/ICP definition
✔️ Outbound plan (who to reach out to, how to reach out to them, cadence)
✔️ Inbound plan (lead magnets, website optimization, lead gen strategy)
✔️ Channel strategy (where to focus + where not to waste time)
✔️ Content strategy (topics, themes, formats)
✔️ Campaign calendar mapped out by quarter
✔️ Quick wins you can implement immediately
✔️ What to stop doing (tactics not worth your time)
✔️ Budget recommendations (where to invest in tools, ads, support, etc.)
✔️ 90-day implementation roadmap with prioritized action steps
“ here's the thing with hillary...”
“She's always gonna’ shoot you straight. She's always gonna’ give you the advice that's in your best interest.
And not to mention she has really good ideas that actually work. I cannot recommend her enough.
If you're thinking about working with her, you will make a great decision to move forward.”
— Mando Sallavanti III, CFP®
the investment
$2,497
$1,497
when you book before Dec 2
Only 8 spots available
Sessions delivered Dec-Jan
Save $1,000 off for Black Friday
“Before I started working with Hillary, I had no idea what to do to brand and market my business.”
When I received my content strategy from Hillary, I had an 'aha' moment that she understands my business and what I was looking for. Now, I have clearly defined, measurable brand and marketing goals for my business. Hillary is a delight to work with. Her passion and enthusiasm are authentic and infectious!”
–Michael Collison, Financial Independence Coach at Your Fire Journey
perfect if you’re…
✔️ A financial professional who’s been “doing marketing” but feel scattered
✔️ Tired of constant uncertainty about whether your marketing is doing its job
✔️ Want to do LESS marketing in 2026 but get BETTER results
✔️ Ready to invest in strategy (not just tactics) and actually implement it
✔️ Want 2026 to be the year you finally have a clear path forward and commit to it
NOT a fit if…
❌ You’re looking for done-for-you execution (this is strategy and planning)
❌ You won’t have time to implement the recommendations
❌ You’re looking for silver bullets rather than strategic planning
If your Marketing Intensive strategy brings you even ONE new client in 2026…
This session pays for itself 5-10x over.
But beyond the ROI, what you’re really getting is clarity from someone who’s been exclusively helping advisors with marketing for over 5 years.
You can stop wondering if you’re wasting your time and you can stop second-guessing every post, email, and networking event.
Because you’ll have a clear roadmap you confidently trust and commit to.
(That mental space alone might be worth more than the strategy itself.)
“If you need someone who can help you stand out, then Hillary is who you need to work with.”
Hillary does excellent work in helping you identify your unique brand and voice. Hillary is a great listener and she's able to synthesize your goals with who you are. Hillary helped me revise all of my messaging and make it consistent. She also helped created an easy to execute content strategy.
–Tony Steuer, CLU, LA, CPFFE, internationally recognized financial preparedness advocate, podcaster, award-winning author and fintech advisor
frequently asked questions
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Once you tap the ‘Book Your Session’ button, you’ll be taken to my Calendly page where you can choose your date as soon as you check out. Sessions are available in December and January to help you plan out your entire 2026 marketing plan.
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Your complete 2026 Marketing Playbook will be delivered within two weeks of your strategy session.
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As long as you’re in the financial services industry, we can help! We work with financial advisors, CPAs/accounting firms, financial coaches, and more!
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The Playbook includes a clear, step-by-step implementation roadmap. Many clients hand this to a marketing assistant or VA to help execute. If you want additional support, we can discuss agency services separately.
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You’re more than welcome to email follow-up questions for up to two weeks after you receive your Playbook. For ongoing support, we can discuss additional consulting or agency services.
let’s map your 2026 marketing strategy
Only 8 spots available. Black Friday pricing ends December 1, so these will go quickly.
Questions? Email hello@monetacopy.com