Ad hoc Team Resources

We form ad hoc teams as resources to clients on marketing issues.

You may have your own resources, and that's fine.

If I recommend my associates, they will know exactly what to do.

Billing can be direct or through me, project fee or hourly accumulations,
whichever is easiest.

Writers: Bill Willard, Joni Paxton, Kathy Callahan, Catherine Newton
Graphic Design and Multi-Media: Maureen Worden-Thompson
Web Design: Kirk Lowe

Writer

Officially: William L. Willard, CLU, with over 30 years experience in financial serviceswriting high-impact marketing and sales training—but as Will Rogers put it: "Even if you're on the right track, you'll get run over if you just sit there.” Through interactive, Web-based "Do-While-Learning™" programs, e-Newsletters and straight-talking articles, Bill helps agents and advisors get the job done: profitably improving performance, helping grow your business, skipping expensive mistakes, making the journey to success faster, smoother, easier. And fun!

My Opinion: Bill and I have worked flawlessly together since 1981. He writes bulletins (technical and non-technical) better than anyone I know. He understands financial topics and writes extremely well on them for the consumer or for other professionals.

If you need to make sense to either audience, consider Bill.

w.willard3@knology.net
T. (727) 724-8338
F. (727) 724-9069

Willard Associates
1111 N. Bayshore Blvd.
Unit E-15
Clearwater, FL 33759

Top

Writers

Kathy Callahan and Jonijane Paxton
Officially: These ladies write articles that tell your story to the people you want to reach. Their human interest stories are compelling marketing pieces because their superb interviewing skills get them to the heart of what matters to you and about you. They have been published in local newspapers and national journals.

My Opinion: I've loved working with them since 1981. They are my good friends. It is important that my financial advisor and planner clients have enjoyed terrific feedback and appreciation from their own clienteles after reading the values-focused human interest articles these ladies have written.

You can reach these journalists by emailing Joni (click, write and send) or by calling Joni at 501-663-0192.

Top

Writer

Catherine Newton
My Opinion: Catherine is a journalist par excellence, one of the very best I know and quite easy to work with. Catherine's writing and project management skills make her inclusion here imperative. She used to work with Kathy and Joni, so any joint work on projects goes very smoothly.

Officially: She writes and produces newsletters for some of my clients, and amassed an impressive track record writing for various ICFP publications over the years.

Contact Catherine

Top

Graphic Design & Multi-media

Maureen Worden-Thompson - MoonShadow Productions

My Opinion: Maureen worked MAFAC and other industry association conventions, on loan from her insurance company. As we all once did, she found herself self-employed and began editing my PowerPoint shows and then my other graphics. She has done work for me and my clients (web and other graphics, PowerPoint, logo development) and everyone has been delighted. We work well together, which means Maureen can tolerate me. That's important for teamwork.

Officially: Maureen's background is video production and editing. She has a keen eye and offers a wide variety of services in both computer-based graphic design and video services. Custom-designed PowerPoint presentations are her specialty, but she also creates for video, web/CD content and logo/branding concepts. In addition, she provides video production, non-linear editing and mpeg encoding.

Contact Maureen

Top

Web Design

Kirk Lowe: http://www.freedomarketing.ca
Officially: Kirk's creative services include web design, eNewsletters, eCardss and eReferral Campaigns. If you have for my Marketing Tips, you should know that Kirk designed the Marketing Tip format and manages the distribution list with my only contribution the actual Tip. A real timesaver.

My Opinion: Kirk has designed excellent websites with me for me and my clients. When you design a web site or mount an email campaign, editing is not advised after you make it available to the public. There is no room for error. Kirk is one of the few people I know whose attention to detail is masterly and consistent.

Contact Kirk

Top

Home | Private Practice Marketing | Why | Packaging | Techniques | Store & Services
Contents | Workshops | Coaching | Consulting | Testimonials | Fees | Surveys
The Team | Links | Other Resources | PayPal | The End