Solution introduction’s Suite of Turnkey Programs

Choose the Subscription Solution that Matches Your Growth Needs

Marketing Executive Coaching
You have everything it takes to be a great marketing leader. You just need someone who’s been in your shoes before to give you a little guidance.’s CEO and co-founder, Kelly Waltrich, will show you how to set goals and expectations, increase your influence with the c-suite, rally your team, sharpen your skillset, and more.

Become the marketing leader your team needs.

Product Release Promotion
You know how important your platform updates are. But effectively communicating their benefits to clients and prospects? That’s our wheelhouse. From developing product banners to building microsites and messaging templates, we manage the execution and delivery of your regularly cadenced platform enhancements.

Make the most of your platform updates.

Asset Manager Promotion
We partner with your turnkey asset management platform (TAMP) providers to help you penetrate their built in distribution channels. You focus on your area of expertise, while we do the marketing on your behalf, creating brand recognition, promotional content and your lead-gen funnel.

Build your brand and fill your funnel.

Breakaway Brand Packages
You’ve got enough to think about as you establish your independence and get ready to launch your business. So let us build your new brand for you. We’ll handle logo design, business cards, value prop messaging, email templates and more. Choose from our three subscription packages, from branding basics to the big guns, and we’ll take it from there!

Kick your new business into high gear. On Demand
You’ve got marketing questions. We’ve got answers. Whether you need help executing an unfamiliar strategy or just want to gut-check a new idea,’s team of experts is here to guide you. Chat in with your questions, and one of our team members works with you to resolve them.

Get the marketing guidance you need, when you need it.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.