MarkLuck Media – Marketing and Communications for Financial Services

Specialty

Targeted Industries

403(b) & 457(b) Retirement Plan Sales and Revenue Growth
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Asset Management & Mutual Fund Marketing and Sales
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Sports & Event Ticketing and Registration Software
---

Competency

Skills and Knowledge

Industry Expertise

403(b)/457(b)
Asset Management
Event Registration Software

Sales Training

Sales Skills
Key Tools
Client Management
Storytelling
Video

Content/Writing

Website Content
LinkedIn
Social Media
Google
Blog
Newsletter

Website Presence

Website Design
Website Building
Content Creation
Narrative/Story
Content Consulting

Presentations

All Things Presenting

Design/Creation
Webinar/Live
Seminar Training

Experience

Current and Past

MarkLuck Media
2017-PRESENT
markluckmedia.com

Owner/CEO
403(b)/457(b) & Asset Management Marketing

RaceReach
2011-PRESENT
RaceReach.com

Owner/CMO
100k sales & $10mm transaction volume/yr

Kades-Margolis/USRBP
2017-2022
4kmc.com

VP, Sales and Marketing
50 Advisors | $3bil. AUM

PCS/Aspire
2013-2017
PCSRetirement.com

SVP, 403(b)/IRA Sales
3,500 Plans | 75k Participants

ING/Voya
1992-2011
Voya.com

SVP, Sales
2,000 advisors | $500mm Sales

Clients

&Former Employers

Specialty

Targeted Industries

403(b) & 457(b) Retirement Plan Sales and Revenue Growth---Asset Management & Mutual Fund Marketing and Sales---Sports & Event Ticketing and Registration Software---

Competency

Skills and Knowledge

Industry Expertise

Sales Training

Content/Writing

Website Presence

Presentations

All Things Presenting

Experience

Current and Past

*MarkLuck Media*2017-PRESENTmarkluckmedia.com

Owner/CEO403(b)/457(b) & Asset Management Marketing

*RaceReach*2011-PRESENTRaceReach.com

Owner/CMO100k sales & $10mm transaction volume/yr

Kades-Margolis/USRBP2017-20224kmc.com

VP, Sales and Marketing50 Advisors | $3bil. AUM

PCS/Aspire2013-2017PCSRetirement.com

SVP, 403(b)/IRA Sales3,500 Plans | 75k Participants

ING/Voya1992-2011Voya.com

SVP, Sales2,000 advisors | $500mm Sales