25 Years Building Businesses.
20 Inside Financial Services.
My career has been built at the intersection of business growth, marketing, and financial services - from running my own marketing and business coaching firm for 25 years to leading marketing strategy across both the insurance and broker-dealer/RIA sides of a national financial services firm.
I am not a generalist who picked up a few financial services clients along the way. This industry is where I have done my deepest work. I understand the compliance environment, the trust dynamics, the advisor-client relationship, and the way growth actually works inside a firm - because I have worked inside one.
Over 25 years, one thing has become increasingly clear: the best solution usually starts with asking better questions. It is easy to prescribe a marketing campaign, recommend a new process, or hand someone a growth plan. It is harder - and far more useful - to understand why the problem exists in the first place. That is how I approach the work.
how I work
Every engagement starts the same way: I listen before I recommend. I ask the questions most marketing vendors skip because they already have a package to sell. And I build from your business — not from a standard playbook.
Strategy before tactics
I will not recommend execution until we have agreed on direction. Content without strategy is noise - and the market has more than enough of that already.
Specificity over scale
I work with a select number of clients at a time. That is intentional. Real attention produces real results - and I am not interested in volume for its own sake.
Honesty over comfort
If your current approach is not working, I will say so - and explain why. The most valuable thing I can offer is an accurate diagnosis, even when it is uncomfortable.
I have owned a business. For 25 years, I ran my own marketing and business coaching firm, so I know what it is like to wear every hat and still need to grow. That experience changes the conversation.
You Work Directly With Me
Every engagement starts the same way: I listen before I I have spent my career as both a strategist and an executor. That matters.
I know how to move from an idea to an actual plan, and from a plan to implementation. I have built marketing infrastructure, led teams, managed national initiatives, and executed across compliance-sensitive environments - not just advised from the outside.
You work directly with me throughout the engagement. When an initiative requires expertise outside my core capabilities, I bring in trusted specialists while staying involved in strategy and direction.
You do not get passed from the person who understood your business to someone who was not in the room.
Julie Mullarkey
I founded Einstein Marketing Group in 2000 and ran it for 25 years - a boutique marketing, PR, and business coaching firm serving clients across financial services, technology, and professional services. Most of those relationships were long-term embedded partnerships, not one-off projects. I learned early that the work that actually moves a business forward takes time and trust to do right.
For 20 of those years, financial services was the core of my work. I understand the compliance environment advisors operate in, the trust dynamics of the advisor-client relationship, and the way growth actually works in an independent firm - because I have worked inside these businesses, not just alongside them.
Most recently, I led marketing across both the insurance and broker-dealer/RIA sides of a national financial services firm - building and managing a team of 8 supporting financial professionals and managing principals nationwide. I have built marketing strategy inside the regulatory environments my clients operate in every day.
Today, I work with a select number of independent advisors at a time through JulieMullarkey.com. The engagements are longer, deeper, and more consequential than a standard marketing retainer. They are about building a business with a clear direction and the strategy to match.
If that is what you are looking for, I would like to talk.
CREDENTIALS AT A GLANCE
25 years running Einstein Marketing Group - marketing, PR, and business coaching • 20 years in financial services marketing • Led marketing across insurance and broker-dealer/RIA sides of a national firm • Built and managed a team of 8 supporting financial professionals nationwide • Certified Coach U executive coach - business coaching for founders and executives • Certified Sandler Selling System and Dimensions of Professional Selling trainer • Circle of Excellence Award recipient • Author: Dream, Inc.
© Julie Mullarkey