We believe in sustainable change supported by behavioral science, personalized wellness coaching, education, engagement, and technology.
Strategic Consultant and Solutions Expert with Executive Experience in Banks, Broker Dealer, Credit Union, Insurance and RIA’s. Wealth Management Leader and Innovations Pioneer with hands-on experience in, Request for Proposals, Go to Market Strategies, Fintech Solutions, Partner Integrations, CRM, Social Media Marketing, Financial Planning Software and Saas.
Uniquely positioned on the corner of Partnership and Integration, I uniquely create Differentiation and Positioning strategies that embrace holistic technology solutions for driving a better Customer and User experience. As a Champion for “Emerging Players”, my 360 view incorporates Market readiness, Target market pricing modeling, and Implementation Optimization.
WHAT WE DO
Strategic Partners Program
Driving Growth Through our Partners
An amazing firm that is “ferociously” committed to its people and their vision, always doing what it takes to support their team. We’re grateful to be a part of the Strategic Alliance Program.
C-Suite Social Media is a high-performance marketing company for RIAs, hybrid RIAs, and fintech SaaS companies in the wealth management industry.
WHY WE DO WHAT WE DO
THERE IS A FINANCIAL ILLITERACY PANDEMIC IN THE US.
middle-income consumers (age 25 - 64) do not have individual life insurance.
are concerned loved ones wouldn’t know where to access important life documents.
middle-aged adults (age 35–54 years) do not have estate planning documents.
of people surveyed by Finra said that they feel anxious about their Finances
the current financial literacy rate amongst Americans. It’s at the lowest point in a decade
We believe in sustainable change supported by behavioral science, personalized wellness coaching , education, engagement and technology.
We advocate innovative technology that creates an alliance of unconditional positive regard and recognizes that each individuals motivation and needs are unique.
Partner with Lifelogixs