About Corey Keating Marketing

Almost two decades growing financial services businesses.

3 ways to work with me

Ongoing Marketing
Consultation

Experienced Guidance
A partner on your side to advise your marketing strategy and business development – and help you make the best decisions to meet your goals

Ongoing Marketing Consultation & Creation

Do It For Me
The support, guidance, and strategy of a consultant, with the content creation and delivery of an in-house marketing department

One-time Consultation Deep-Dive

Marketing On-Demand
You’re not sure if you’re ready to commit to on-going consultation. Maybe you just need an activity or course correction, a high-level marketing plan, or you’d like to dive into something specific.

Corey Keating

Thanks for browsing through my site, I hope you’ve learned a little bit about what I do and how I do it.

Here’s a little bit about my professional background:

I left the corporate marketing environment and have been out on my own since 2019. Before then I spent 15 years marketing for the corporate firms; Alternative Asset Manager, Large Fund Company, Insurance Company (annuities), and a Regional B/D.

But today, here I am.

I work with highly motivated, high-performing financial advisors, small teams, and boutique investment managers (< $5b) as a marketing consultant and content creator.

I don’t pretend to know everything, but I like to think I’m pretty good at helping fin pros stand out and get the attention of their intended audience.

If we’ve previously connected, you know that I give away everything I can think of, my best advice, as often as I have the time to do it.

A few quick things before we work together:

I believe the magic is made in the details & execution. Everyone has great ideas, but very few can execute on them well and consistently enough that they lead to new business.

I don’t believe in friction, gates, gimmicks, or tactics. I encourage ALL of my clients to work with me to create and distribute marketing content in the same way(s) in which they like to consume it. People don’t prefer to blindly give their email address away for unknown gated content, nor do they like to be put through cookie-cutter email blast sequences—so we won’t do that.

Much of the time my clients are just stuck (plateaued in business and in their marketing) and I enjoy helping them step back and see things differently which generates new, fresh ideas that typically unlock new opportunities.

On the personal side:

My wife, Jess and I have three boys: twin 10 y/o’s, 4 y/o, and an aging German Shepherd, we do all things sports and adventure and live in the Philly suburbs.

I grew up in Vermont, went to school in Rhode Island, moved to Philly following graduation and have been here since. To relax you can find us unwinding in the Pocono Mountains or in an AirBNB up and down the east coast.

My interests not in order: Creating, learning, carpentry and working around the house, watching sports, playing sports with the kids (if I can keep up), and frankly just enjoying this time I get with the kids while they’re still young.

That’s a little about me, cheers ✌️

Following high school I worked full-time construction before deciding to go to college. URI seemed like a better option than bearing through another winter building unheated houses in VT.

Growing up I was a competitive biathlete (skiing & shooting)

I hope at least one of my boys is interested in building his own business and wants some help getting started because I’m here for it.

Clients I've worked with

Guidance On-Demand

How I Help Financial Professionals Grow Their Business Through Marketing

Advisors: This is Why We Spend Time on Creating for Social Media

What Most Financial Advisors Should be Doing to Get Started Marketing

Financial Advisors: Is Your LinkedIn Activity Working for Your Business?

How to Establish Your Social Media Presence From Scratch

How to Create Better Content to Get New Clients?

Ready to work together?

Experience the difference a marketing expert can make for your business. Schedule your 15-minute discovery call now to ask your questions and see if we’re a good fit.