Client Spotlight: Mel Davies – Turning Financial Expertise into a Magnetic Brand

Some people just get numbers. They can take a massive budget, analyze it with ease, and make strategic decisions that drive real results. Mel Davies is one of those people.

As the CFO of a major medical group, Mel has spent years mastering financial strategy, big-picture thinking, and managing multi-million-dollar budgets. But she’s not stopping there—she’s now branching out to consult and educate others in her industry, helping them navigate high-stakes financial decision-making with confidence.

Mel came to me for a VIP Day because she knew she needed clarity, strategy, and content that would position her as the expert she already is. With so much experience and wisdom, her biggest challenge wasn’t what to share—it was how to package it in a way that felt approachable, engaging, and magnetic to her dream clients. That’s where I came in.

WHAT WE CREATED DURING HER VIP DAY!

✨ Brand Messaging & Positioning – We crafted clear, confident messaging that speaks directly to her audience, positioning her as the go-to expert in financial strategy and consulting.

✨ Brand Photography Session – We captured hundreds of high-quality images that reflect her professionalism, warmth, and expertise—so she has a deep bank of visuals to use across all platforms.

✨ Custom On-Brand Graphics – We created editable, easy-to-use Canva templates to keep her social media presence cohesive and effortless.

✨ 90 Days of Content Captions – No more guesswork! We wrote and organized 3 months' worth of strategic, engaging content to attract and educate her ideal clients.

✨ Custom Trello Board System – To keep everything organized, systemized, and stress-free, I built a fully customized Trello board for content planning, client workflows, and effortless brand management.

Mel isn’t just another financial consultant—she’s someone who makes big-picture financial strategy feel clear, empowering, and approachable. Now, with a cohesive brand, a structured content strategy, and all the visuals she needs, she’s able to step into this next chapter with confidence and clarity.

If you’re looking for hands-on brand strategy, content creation, and systems that make showing up in your business easy and effortless, a VIP Day might be exactly what you need.

Need expert help bringing your brand to life? Let’s make it happen.

📩 Email me to chat or book your VIP Day today!