Discover
We start with the audience, business priorities, existing assets, internal capabilities, and the opportunities that are being missed.
WHAT I DO
Helping financial firms communicate with authority.
Through editorial strategy, executive communications, moderation, and financial education, I help firms turn expertise into influence.
01
Editorial Strategy
The best content systems begin with a strategy, long before anything is published. I help firms define what they should be known for, organize their expertise, and build an editorial system that supports commercial priorities. Through partnering with KM Strategic Advisory Group, each piece of your content will work together to strengthen your brand and accelerate growth.
- Editorial audits and opportunity assessments
- Editorial positioning and messaging
- Content roadmaps and calendars
- Executive thought leadership
- Newsletter and article strategy
- Distribution and repurposing plans
- Earned media and interview strategy
- Fractional editorial leadership
02
Executive Events
The right conversation can educate an audience, elevate an executive, and help build connections after everyone has left the room. I help firms create, host, and moderate experiences that are clear, credible, and memorable.
- Conference and client-event moderation
- Fireside chats and executive interviews
- Webinar development and moderation
- Event content and session strategy
- On-camera hosting and financial television
- Interview preparation and question development
- Post-event content and distribution
- Audience-focused programming support
03
Financial Education
Financial education works best when it is practical, approachable, and designed with the audience in mind. I create customized personal finance and investing programs for companies, teams, and communities.
- Personal finance and investing workshops
- Employee financial-wellness programming
- Customized corporate courses
- Investing fundamentals for non-experts
- Women and investing programs
- Live and virtual instruction
- Custom curricula and learning materials
- Employee Q&A sessions with finance experts
THE KM STRATEGIC METHOD
A focused process. Not just content for content’s sake.
Every strategy is tailored to the organization, but the principle is consistent: clarify the opportunity, focus the strategy, and build only what will create meaningful value.
Define
We identify the strongest messaging, the highest-value ideas, the best channels, and a scope your team can actually sustain.
Execute
We create a practical system that turns expertise into repeatable content, credible experiences, and stronger business conversations.
Let's define the right engagement together.
Whether you need a focused project, an ongoing editorial partner, or an experienced moderator, we can shape the scope around the work that matters most.
BOOK A CALLLET’S CONNECT
Have a project or partnership in mind?
EMAIL MEkristin@kmstrategicadvisory.com