Services

Thought Leadership Support for Financial Professionals

Your expertise is one of your most valuable business assets.

But expertise alone doesn't build visibility.
It needs to be shared consistently and strategically.


Between serving clients, running a business, and keeping up with an ever-changing industry, finding the time to do that isn't always easy.

Whether you're looking for strategic guidance, content development, or a long-term thought leadership partner, I offer several ways we can work together.

Packages & Investment

Every engagement begins with a complimentary 20-minute Discovery Call.

We'll discuss your goals, your current thought leadership efforts, and determine which level of support is the best fit for your business.

The Thought Leadership Strategy Intensive

Your expertise deserves a clear strategy.


Sometimes the biggest opportunity isn't creating more content.


It's taking the time to step back, refine your positioning, and build a clear strategy before moving forward.


In this one-time intensive, we'll identify your strongest opportunities, clarify your message, and create a practical roadmap for becoming known for what you know.


We May Work On
• Clarifying your positioning
• Defining your ideal audience
• Developing your content pillars
• Auditing your website
• Reviewing your LinkedIn profile
• Creating a 90-day content plan
• Building a content repurposing strategy
• Reviewing your newsletter
• Planning your podcast or video strategy
• Identifying gaps in your thought leadership platform


What's Included
✔ Pre-session questionnaire
✔ 90-minute strategy session
✔ Session recording
✔ Personalized written action plan
✔ 30-minute follow-up call


Best For
Financial professionals looking for clarity, direction, and a practical roadmap before committing to ongoing support.


Investment
$1,295 CAD
One-time investment.

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Thought Leadership Advisory

Ongoing strategic guidance for professionals who want an experienced thinking partner.

Thought leadership isn't built in a single strategy session.

It grows through consistent refinement, thoughtful decisions, and having someone to help you navigate what's next.

Together, we'll strengthen your positioning, shape your ideas, solve challenges as they arise, and keep your thought leadership moving forward.

We May Work On
• Thought leadership positioning
• Content planning
• Messaging
• Audience growth
• Website feedback
• LinkedIn strategy
• Content reviews
• Visibility opportunities
• Marketing questions as they arise

What's Included
✔ Two 60-minute strategy sessions each month
✔ Personalized written action plan after each session
✔ Email support between meetings

Best For
Financial professionals who enjoy creating their own content but want ongoing strategic guidance, accountability, and an experienced thought partner.

Investment
Starting at $1,295/month
Six-month partnership recommended.

Thought Leadership Content

Your ideas deserve to be shared.
You already have valuable ideas.


Together, we'll develop them into articles, newsletters, LinkedIn content, podcast descriptions, YouTube content, and other thought leadership that reflects your voice and supports your business goals.


You remain the expert.
I'll help shape, organize, and communicate the message.


We May Work On
• Content planning
• Newsletter writing
• Blog articles
• LinkedIn content
• Social media copy
• Content repurposing
• Podcast descriptions
• YouTube descriptions


What's Included
✔ Two monthly strategy sessions
✔ Content development
✔ Content repurposing
✔ Email support


Best For
Financial professionals who want help creating consistent, high-quality thought leadership while remaining actively involved in the process.


Investment
Starting at $2,495/month
Six-month partnership recommended.

Thought Leadership Partnership

A dedicated thought leadership partner for your business.

Thought leadership works best when it becomes part of your business—not another task on your to-do list.

This is my highest level of support.

Together, we'll build and manage your thought leadership platform, from strategy and content development to publishing support and ongoing refinement.

You stay focused on serving your clients.
I'll help ensure your expertise remains visible.

We May Work On
• Strategy
• Content planning
• Newsletter support
• Blog management
• LinkedIn content
• Social media
• Content repurposing
• Podcast support
• Video support
• Publishing and distribution
• Ongoing strategic consulting

What's Included
✔ Two monthly strategy sessions
✔ Ongoing content development
✔ Publishing support
✔ Email support

Best For
Financial professionals looking for a trusted long-term strategic partner to help build and sustain their thought leadership platform.

Investment
Starting at $4,000/month
Six-month partnership recommended.

Which Level of Support Is Right for You?

Choose the Strategy Intensive if...
You want clarity before investing in ongoing support and need a roadmap for building your thought leadership.


Choose Advisory if...
You enjoy creating your own content but want ongoing strategy, accountability, and an experienced thinking partner.


Choose Content if...
You have valuable ideas but need help developing them into consistent, high-quality thought leadership.


Choose Partnership if...
You want a trusted long-term partner to help guide, develop, and support your entire thought leadership platform.

How We Work

At Mackintosh Marketing, every partnership begins with clarity. We don’t jump into tactics — we start by understanding what drives your brand, your audience, and your goals. From there, strategy and story come together to build a system that actually works — one that feels as good behind the scenes as it looks in public.

01

Discovery

We begin by understanding your goals, audience, expertise, and where you want your thought leadership to take you.

02

Strategize

Together, we develop a clear roadmap built around your positioning, ideas, and visibility goals.

03

Develop

Whether we're creating content together or refining your ideas, we turn strategy into meaningful thought leadership.

04

Share

We publish, distribute, and organize your content so it reaches the right audience consistently.

05

Grow

Thought leadership compounds over time. We continue refining your strategy and systems as your business evolves.

FAQs

Do I need to be active on every platform?

No. We focus on the channels that make the most sense for your audience, goals, and capacity.

What if I already have content?

Perfect. Existing articles, videos, presentations, and client questions can often become the foundation for future thought leadership content.

Do you work with teams or individuals?

Both. I work with individual advisors as well as firms looking to strengthen their thought leadership and visibility.

Do you provide publishing support?

Yes. Depending on the package, support may include publishing, scheduling, content organization, and distribution.

Ready to Build Your Thought Leadership Platform?

Whether you're looking for a one-time strategy intensive or a long-term thought leadership partner, I'd love to learn more about your goals.

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