Let’s work together.

Hi! Linier is me - Kelly Erb. I work with clients just like you who need help defining or executing their content and marketing needs.

With over 25+ years (sheesh!) in financial services content development and marketing execution, I can help you create and deliver content that creates impact. I am passionate about distilling complex topics into simple, approachable language – without fluff or jargon.

I have a deep understanding of the financial advisory and asset management space, with specialized expertise in the areas of investment management, wealth planning, fintech, and the high net worth landscape.

Creating content that connects
with people
takes experience.

Messages that resonate with audiences require a deep understanding of the landscape and should be delivered in straightforward terms that everyone can understand.  With a career in the wealth management industry, I bring a deep knowledge of institutional and retail audiences.

Areas of specialization:

  • Advisor and broker dealer perspective

  • Asset and investment management

  • High net worth and business owner expertise

  • Insurance and annuities products

  • RIA and advisory markets

  • Investment platforms and fintech

  • Compliance and regulatory requirements

Where I have been:

  • Director of marketing for a financial technology provider

  • Vice president, content marketing for asset management provider

  • Director of communications for independent broker dealer

  • Content specialist and senior writer for insurance and investment provider

  • Marketing manager for investment and technology provider

  • Sales development for independent marketing organization

WORK WITH LINIER

Let’s work together on your terms:

  • Individual projects: I can give you an estimated cost before any work begins.

  • As-needed hourly basis: Pay for whatever hours you need to get the work done.

  • Retainer: Pay for a bank of hours each month and use them however best fits your business.

ABOUT ME

I have a Bachelor of Arts in English with concentrations in Journalism and Public Relations.
I’m the proud mom of an Elizabethtown Bluejay and a University of Colorado Buffalo (‘sko Buffs!), dog(s) & cat(s) mom, and an audiophile.