Advantus Marketing

Advantus Marketing Award-winning marketing consulting firm serving financial advisors. We are proud to be a certified coach for Weylman Consulting Group.

Advantus Marketing, LLC is a marketing and management consulting firm devoted to helping financial advisors and insurance professionals advance their marketing momentum. What this means to you is we focus on the design and ex*****on of business strategies that allow you to focus on generating sustainable growth, revenue, and profitability. The real benefit is the clarity and purpose you gain in th

e direction of your business, your relationships with clients, and a more powerful presence in your local marketplace.

A wonderful two days with CPI Companies blueprinting their next level of expansion and team development. So many thanks ...
05/01/2026

A wonderful two days with CPI Companies blueprinting their next level of expansion and team development.

So many thanks to Ronald Sussman, Tricia Pilone, Anthony P. Giannone, and the entire team for your dedication to serving RIAs, family offices, and their clients.

Thank you to Aspire Magazine for the honor of serving as a featured author on “Expected Client Service vs. Exceeding Exp...
03/10/2026

Thank you to Aspire Magazine for the honor of serving as a featured author on “Expected Client Service vs. Exceeding Expectations.” ✍️

Our neighborhood Business Owner Holiday Meet and Greet was a fantastic success! 🎄🥂 🍷
12/30/2025

Our neighborhood Business Owner Holiday Meet and Greet was a fantastic success! 🎄🥂 🍷

A wonderful day with First Choice Brokerage in Florida. It is always uplifting to work with a team that is focused on el...
12/19/2025

A wonderful day with First Choice Brokerage in Florida. It is always uplifting to work with a team that is focused on elevating the advisor’s experience.

Many thanks to Craig Waldenmaier, Christy Waldenmaier, and Reed Waldenmaier for the invitation and for your hospitality. Happy Holidays!!

What can I say, it’s a joy to work and spend time with a team who serves all members of the financial community and the ...
12/03/2025

What can I say, it’s a joy to work and spend time with a team who serves all members of the financial community and the clients they protect. Cheers Finseca and thank you for inviting me to speak in Washington, DC today!

Many, many thanks to NAILBA and Finseca. It was beyond an honor to speak at   on “Powerful Communication Skills for Wome...
11/18/2025

Many, many thanks to NAILBA and Finseca. It was beyond an honor to speak at on “Powerful Communication Skills for Women Leaders.” The attendees in this room and at this conference represent some of the most respected and powerful leaders in the independent insurance industry. Their work, devotion, character, and influence elevates the profession each and every day.

Thank you for the invitation and for each Boards’ continued commitment to advancing leadership excellence. This is a community of change makers driven to protect and fight for financial security for all. Special thanks to Marc Cadin, Bonnie Godsman, Diana Greenberg, Megan Bronner, and Prudential for your sponsorship, and thank you to the allies who stand alongside every leader in financial services. There is significant opportunity to accomplish and we will get it done together.

A fantastic day with Eric Griffin, Joe Bosnack, and Casey Sutton at NAILBA 44 in Dallas discussing best practices for wo...
11/17/2025

A fantastic day with Eric Griffin, Joe Bosnack, and Casey Sutton at NAILBA 44 in Dallas discussing best practices for working with RIAs and P&C firms.

A wonderful time with Bartlett Wealth Management this week, speaking at their Top Advisor Forum in Massachusetts on gain...
11/07/2025

A wonderful time with Bartlett Wealth Management this week, speaking at their Top Advisor Forum in Massachusetts on gaining more ROI and ROE in your business.

Can’t wait NAILBA and Finseca!!
11/01/2025

Can’t wait NAILBA and Finseca!!

What a joy to be a part of the Northwestern Mutual Affinity Summit in Wisconsin and present alongside the incomparable R...
10/24/2025

What a joy to be a part of the Northwestern Mutual Affinity Summit in Wisconsin and present alongside the incomparable Richard Weylman on “Changing the Face of Finance.”

Hats off to all these leaders who are making it their mission to develop a diverse advisor base and serve our vibrant, diverse communities.

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Lyndeborough, NH

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