My professional career (if that's what you want to call it...) started in executive assistant roles supporting C-suite leaders in finance, manufacturing, and family offices.
It was a very thankless position. I documented multi-million-dollar strategy discussions, drafted executive correspondence, and observed how real authority operates at the highest levels.
I was a ghostwriter for countless speeches, emails, and thought-leadership articles that bore someone else's name.
After hours, I earned certifications and paid my dues in mom-and-pop shops. There, I learned about the craft of writing, digital marketing, messaging, and positioning.
The roles and companies got bigger, so I was able to retire my executive assistant jersey in the rafters.
The Problem I Kept Seeing
Brilliant financial professionals were digitally invisible. Breakaway advisors losing wirehouse credibility overnight. RIAs with exceptional service cannot differentiate themselves from competitors. Family offices that deserved much more market presence.
Meanwhile, less experienced advisors with better LinkedIn profiles were winning business and closing huge deals.
The gap wasn't expertise. It was systematic positioning.
My Approach
For independent advisors, I prevent $ 250K–$1M in post-transition client attrition while building predictable inbound pipelines.
For RIAs, I help them become recognized authorities who command premium positioning and attract institutional clients.
For family offices, I create subtle, high-credibility market presence that attracts next-generation HNW families without appearing sales-driven.
Your prospects don't respond to hype. They respond to clear ROI, proven frameworks, and positioning that respects their intelligence.
That's exactly what I deliver because that's what I learned working in your world for years.
Marcus dba Marcus Palmary
Founder, Palmary Digital Solutions
10 years digital marketing | Family office operations background | Former financial advisor | Compliance-aware growth systems for $75M-$500M+ practices
