Who We Help
I help advisers who deliver excellent advice to their clients, but struggle with marketing, to establish a personal brand as the go-to-expert for their specialist expertise.
In a few weeks they establish the messaging and marketing assets that generate sales and new client opportunities for years to come.
Don’t worry about prospecting or struggling with how to get existing clients to provide referrals. I provide the latest marketing strategies to do the work with minimal involvement from you.
The types of advisers I help with personal branding and marketing are:

Experienced Adviser
I empower experienced advisers, such as financial planners, accountants, consultants and business specialists, to turn their expertise into a trusted personal brand so they acquire their ideal clients, achieve higher fees, and generate more referrals.
Early-Career Adviser
Fast track career success at the start of your professional life by determining your personal brand, specialist expertise, and competitive advantage. Don’t drift into your future career, work smart and let your personal brand open doors, create opportunities, and not waste your talents or delay success.
Startup Adviser
Launch your startup using effective personal branding and impactful messaging to give you unstoppable momentum. Start with the key marketing and advice strategies in place so you hit the ground running with visibility, a clear target market, and value proposition.
Redundant Adviser
If you’ve lost your advising job or been made redundant, now is the time to reset and refocus. Reviewing your roles, expertise and skills is a great way to get your messaging right for approaching prospective employers.

Post-Career Consultant
For professionals who have taken redundancy, retired, or transitioned out of corporate roles, there is an enormous opportunity to reposition your experience and expertise as a consultant, coach, or mentor. I provide a structured approach to personal branding, helping individuals repurpose their decades of experience into a profitable and fulfilling next career phase.

Sales Professional
Sales professionals with an established personal brand tailored for their target audiences are far more effective in building trust, generating leads, and closing deals. Instead of relying solely on traditional sales techniques, I help salespeople position themselves as experts and thought leaders in their industry.
SMSF Adviser
I advise SMSF specialists (financial planners and accountants) who want to attract higher-value clients by becoming the clear go-to expert for their SMSF advice. Take advantage of the incredible opportunities in this niche by optimising your personal brand and packaging your expertise into a tangible advice offer. Build an education-led marketing system that generates consistent client enquiries and referrals.
Take action to build a personal brand that gets you chosen by ideal clients to create the future you want.
Whether you’re growing an advisory business, launching your professional career, becoming an effective sales professional, or reinventing yourself after corporate life, I help professionals like you create clarity, influence, and opportunity.
Let’s build your brand and influence to take your advice or business to the next level.
Call Mark on 0417 831 737 or
email mark@formidable.com.au