Marketing designed for financial advisors.
As an advisor, you know the best financial plan is the one you stick with. So we build easy-to-follow, custom marketing plans for our clients… then handle the execution for you. You stay in control… but outsource the rest. It’s like having a team of performance-focused, marketing fiduciaries in your corner.
The vision
I spent 10 years working in financial services before I knew that independent advisors existed. When I most needed financial advice—when my mom was dying and we were struggling to pay for her care—I thought advice was contingent on handing over $1 million in AUM.
When I realized, years later, what I had missed out on… I thought: There has to be a better way to let the world know that Main Street financial pros—people who truly have their best interests at heart—exist out there.
The question was: How? How can I help advisors market themselves effectively at a price point that makes sense?
I pulled on 12+ years of experience—from producing financial news to developing marketing strategies and award-winning content for large banks and brokerages—to develop a system that WORKS for advisors.
I used to get so excited explaining the “how” of it all… but what I’ve learned after five years in business is that the only part of the Content 151 system folks really care about is that it WORKS.
We focus on content, because we want to get you tangible results fast—an optimized website and blog, email outreach, social media that works how you want it to. But at the end of the day, saying we just do content is like saying you just generate quarterly reports. The value is in the opportunities we spot along the way, and the way we help you set and achieve business goals through marketing.
I didn’t start this business because I wanted to be an entrepreneur. I started it because I wanted to help independent advisors like you.
~ Shawna Ohm, Founder
The team
Lindsey Thomas
Project Manager & Head of Operations
Lindsey keeps the trains running at Content 151—she’s in charge of scheduling, billing, process, and coordination across teams. Her attention to detail and true commitment to the success of our clients shines through in everything she does.
In addition to her work with Content 151, Lindsey and her husband are raising two delightful small humans just outside of Chicago.
Pam Tolton
Marketing Strategist & Writer | Account Manager
Pam has a long track record building successful marketing campaigns for financial firms including Morgan Stanley and Ebay. She specializes in digital campaign strategy, testing performance metrics, and optimizing content for deliverable results. She’s also a dedicated writer, having honed her craft outside of financial services as well as in a professional capacity.
Her well-rounded approach to content and strategy quickly made her a client favorite, and she now runs several Content 151 client accounts, bringing her unique blend of creativity and organization to the table. Pam is never one to miss a deadline or opportunity to deliver results.
When she’s not making content magic, Pam volunteers helping local politicians launch campaigns and get on the ballot and swings through the air as an amateur trapeze artist.
Mission statement
Our mission at Content 151 is to empower Americans via improved financial literacy. We believe the best way to do this is by working with financial advisors, since education works best when paired with hands-on planning and coaching. Our values include:
Education. We want to dismantle the idea of “country club” wealth as much as possible by focusing on financial education and working to ensure women and minorities get a seat at any table where financial decisions are being made.
Honesty. We are always honest about money, products, and services to the best of our ability. This extends from our own offerings to the many products discussed by financial professionals.
Service. By serving advisors, and helping them serve end-investors, we think everyone wins. We value collaboration over competition.