Support and Resources for Advisor Marketing

My name is Kali Roberge, and I help financial advisors and other small business owners build better businesses by creating compelling content that helps attract prospects, capture leads, and convert clients.

I started Creative Advisor Marketing to make business feel more human, especially in an industry that's sorely lacking in trust between the professionals and the consumers.

I love helping financial advisors find authentic ways to attract new prospects to them (instead of chasing them around or hounding current clients for referrals). And I believe inbound marketing, and content marketing specifically, can change the way we do business for the better.

Advisors marketing their RIAs with content can better establish connections, relationships, and above all, trust with their ideal prospective clients.

At Creative Advisor Marketing, I've shown a wide variety of my fellow entrepreneurs how to use creatively written, well-crafted content to attract the exact people they want to work with. I know the power of great content marketing, and I love sharing that with others through workshops, events, and conferences.

I'd love to share it with you, too. If you need an engaging, unique speaker that will leave your audience feeling motivated and empowered to act to better their marketing and their business, let's chat.

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about Kali Roberge, Founder of Creative Advisor Marketing

Who I Am: I'm a writer. Content marketer. Speaker. Fan of finances. Creative, artistic, quirky soul. B.A.-of-history holder. Bookworm. Animal lover. Outdoorsy person. Passionate about helping others achieve happiness by recognizing and fulfilling their callings. Introvert. Positive thinker (most of the time). Perpetual learner.

What I Do: I'm the founder of Creative Advisor Marketing. I'm also a writer and a speaker who enjoys musing about topics including mindfulness, intention, and self-improvement -- and who focuses on helping others understand how to show up at work and in life with authenticity.

Where I Am: Drop me a line at Here's where else I hang out online:

Why I'm Here: My drive to do and be all of the above comes from my desire to be productive, useful, and helpful. My purpose is to blaze a different trail to the top so that others may find an easier path to the same success.