Experienced advisor Target professionals and firms seeking retirement planning, long term care, and risk management services. Leverage Shari Mattingly-Bevan’s 13+ years of industry experience and California estate planning background to position premium advisory offerings to affluent clients and small-to-mid-size practices.

Legal & estate Capitalize on her legal background in trusts and estates to cross-sell comprehensive estate planning services, trust administration, and collaboration with financial advisors for integrated wealth strategies, especially for high-net-worth individuals and families.

Speaker credibility Utilize her track record as a sought-after guest speaker to generate credibility and demand for educational seminars on long-term care, tax, and estate planning. Use speaking engagements to generate qualified leads among professionals and business owners seeking sophisticated planning.

Tech & presence Grow demand through digital presence and measurement by aligning with Google Analytics insights and a professional website. Invest in targeted content and SEO to attract clients researching retirement, risk, and estate planning services.

Market fit & scale Position to collaborate with mid-market real estate and advisory networks given comparable company sizes and revenue ranges. Pursue referral partnerships with real estate, financial services, and law firms serving clients in need of retirement, long-term care, and estate planning solutions.