In the News

SKY has been featured in several prominent industry publications, including On Wall Street,, and Financial Planning, and we’ve hosted several national webinars. In addition, we have published two books, The Marketing Handbook for Financial Advisors and The LinkedIn Starter Kit for Financial Advisors.

The Marketing Handbook for Financial Advisors is the first book of its kind. Written by an industry leader in financial services marketing, this actionable guide cuts through the fluff and helps financial advisors learn how to better market their practices.


Since SKY was founded in 2014, our experts have been featured in several prominent industry publications, in addition to being asked to speak at national conferences.

October 2016

We were proud to sponsor and speak at the SIFMA Social Media & Digital Marketing Seminar in NYC. This annual seminar is a comprehensive program for business, marketing, legal, and compliance professionals in wealth management.

July 2016

Consumers are hesitant to make even minor purchases (shoes, household appliances, etc.) from companies with a bad online presence because they view those companies skeptically and can’t build initial trust. How do you think this same scenario plays out with someone looking to entrust someone with their life savings?

April 2016

The team at SKY Marketing Consultants is proud to have joined the Financial Planning Association. SKY had a blast presenting “Marketing and Storytelling” to a great group of financial planners at the 2016 Financial Planning Association Retreat. SKY’s co-founder, Jeremy Jackson, hosted a session in which he discussed the ways financial professionals can successfully market […]