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When I was starting my business, I was going through a divorce, learning how to navigate single motherhood during COVID, and homeschooling my children because of the pandemic. I had left a very well-paying corporate job to leap into the world of entrepreneurship at what seemed like the worst time in history! Looking back now, I ask myself “What the hell was I thinking?!” Part of this journey was wondering where I should start to get my business on the map and how I could possibly generate enough leads to make the income I needed to put food on the table for my kids.
As I acquired new clients and offered them my services, I learned who I loved to work with and who I absolutely loathed. But I also learned that my dream clients (my avatar), who were mostly wealth management professionals, had similar pain points. They were only depending on referrals and word of mouth for growth. We all know this is NOT an effective growth plan. They all needed something more reliable and predictable. I wanted so badly to build something that could alleviate this problem for my dream clients.
I started asking questions to learn what my clients and prospects were looking for.
Most of them said they were way too busy to focus on marketing but they knew they needed to. Some said that they have no idea how to generate leads. A few said they had thought leadership but didn’t know how to turn that into brand building or lead generation. Others needed a better website and SEO. Some needed help with social media and email marketing.
Many of them said they had no marketing plan at all, or they had a marketing plan but no team to implement it!
I realized that these people were looking for exactly what I needed when I first started my business. They needed the Ultimate Marketing Implementation Plan, so that no matter what stage they were having troubles with, there would be answers in the form of templates, videos, roadmaps, and guidelines. I also created the WebinarBee™, a full service webinar solution so wealth management professionals can gain new clients by presenting to their prospects digitally without the headaches of logistics and promotions. All you do is show up and present.
So, I built both of them! And I can now share these services with my dream clients like you!
As I acquired new clients and offered them my services, I learned who I loved to work with and who I absolutely loathed. But I also learned that my dream clients (my avatar), who were mostly wealth management professionals, had similar pain points. They were only depending on referrals and word of mouth for growth. We all know this is NOT an effective growth plan. They all needed something more reliable and predictable. I wanted so badly to build something that could alleviate this problem for my dream clients.
I started asking questions to learn what my clients and prospects were looking for.
Most of them said they were way too busy to focus on marketing but they knew they needed to. Some said that they have no idea how to generate leads. A few said they had thought leadership but didn’t know how to turn that into brand building or lead generation. Others needed a better website and SEO. Some needed help with social media and email marketing.
Many of them said they had no marketing plan at all, or they had a marketing plan but no team to implement it!
I realized that these people were looking for exactly what I needed when I first started my business. They needed the Ultimate Marketing Implementation Plan, so that no matter what stage they were having troubles with, there would be answers in the form of templates, videos, roadmaps, and guidelines. I also created the WebinarBee™, a full service webinar solution so wealth management professionals can gain new clients by presenting to their prospects digitally without the headaches of logistics and promotions. All you do is show up and present.
So, I built both of them! And I can now share these services with my dream clients like you!
Our Values.Trust. In your clients, your team, your leadership.
Play. Learn. Make mistakes. Try new things. Focus. Note what is most important right now. Go! Listen. Understand the client. Link. Collaborate. More heads are better than one. Disrupt. Think outside the box. Be different. Stand out. Be Kind. 
Our Mission.
At Clairant Services, we’re all about helping financial services companies unlock fresh, alternative lead generation solutions. Our mission? To make alternative lead generation solutions easily accessible to every business in the financial services community across the USA. We believe in making marketing simple, smart, and, most of all, effective! Plus, we're a place where creativity meets collaboration, and every day is a chance to learn something new and have fun!
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Our Goal.Our goal is to provide lead generating and brand building marketing strategies for wealth management professionals who may not have the internal resources, or talent to do it themselves.
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Desirae Haluk Chief Queen Bee (& Founder)I am a proud mother of two great kids, Claire and Anthony. Hence CLAIRANT :) I was born and raised in Vancouver, Canada and now live in New Jersey with my family, including a dog, chickens and honeybees. Each extremely productive in their own ways, I am thankful for each of them supporting my passion to grow a business from the ground up. I share a deep connection with each of my clients who in many instances become friends. I work hard, play hard and have a perfectly balanced life.
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Ally Momot Fractional Chief Operations Officer/BeeI'm Ally, a native South Floridian mom of 2 and business efficiency enthusiast. With over 14 years in marketing and project management, I've been able to cross-pollinate my passion for webinars and creative organizing to help support the WebinarBee™ program. When I'm not optimizing workflows or crafting marketing strategies, you might find me juggling snack time, squeezing in workouts, or making terrible Dad jokes. I love bringing a dash of humor to the business world and do my best to find that sweet spot of "balance" whenever possible
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Anna Sandor Customer Success Project ManagerI am a southern girl with Hungarian roots. After earning a Bachelor of Science in Biology and living in Hungary for a few years, I have landed in Dallas where I find joy in learning about others and making strong connections that last a lifetime! Being creative is something I strive for daily! When I am not working, you can find me running outside, spinning, traveling to another country, or spending time with friends/family!
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Dahlene Joy Caguioa Buzz Creator (Content Creator)I am a digital marketing specialist and graphic designer based in Davao City, Philippines who specializes in social media marketing. I create visual and engaging content that resonates with our clients' branding and speaks to its target audience.
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Sean Saniel Solis Creative Digital SpecialistI am a digital professional based in Bulacan, Philippines, with experience in web design, SEO, video editing, photo editing, and graphic creation. I enjoy combining creativity and technical skills to help create solutions that meet clients’ needs.
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We're here for you.
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Need help with something in a hurry? Call us and we can help. We are there for our clients to suit their needs no matter the time frame.
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A New Jersey Chamber of Commerce member
