I went to work for my dad when he was diagnosed with a malignant brain tumor and needed the help getting a startup company off the ground. 

"If there was ever a time to come work for me, it would be now," I remember him saying. And I jumped at the opportunity to be closer to him, and to immerse myself in the world of sales.  

I was a young sales rep with zero training and little idea what I was doing, selling an engineered product to landscape architects and parks & rec agencies across Florida. 

I grinded through cold calls, trade shows, literally walking in on people in their office just to try to get 5 min of their time to share my product. 

Then I discovered inbound marketing. There was a small SaaS company called HubSpot that had coined the term and was teaching everyone about it via live webinar sessions. I soaked it in and taught myself how to generate my own leads = less dependent on trade shows and no need for cold calls. I was busy fielding the inbound inquiries. 

I then paired up with my wife who earned her Master's in Journalism from Medill, and had also launched a freelance career in communications. We co-founded of Craft Impact in 2014. 

For a while we had wild client mix, working on everything from e-commerce yoga products to Fortune 500 clients. But since 2020 we've been solely focused on applying our expertise to independent financial advisors. 

We now have 15 clients who partner with us as their outsourced CMO and digital marketing team, supporting big changes in their practice and helping fuel their organic net new AUM growth. We execute most of the work in house, and oversee the rest. 

Content Marketing Strategy - Messaging - Branding - Web Design & Web Development - Social Media - Collateral - SEO - Webinars - Reporting & Analytics 

My family and I run an annual "Hope..It's a Beach Thing 5K Walk/Run" to raise money for brain tumor research at Dana-Farber Cancer Institute. After an inspiring and courageous battle with a GBM brain tumor, my father passed away from a brain tumor in 2012. He had just turned 53 a few days earlier. He was my mentor, my hero and my best friend. We run the fundraiser in honor of him, and to support the families and patients who are currently fighting their own brain tumors. We've raised $544,000 raised over 10 years, and I'm really proud to say 100% of the proceeds go to brain tumor research at Dana-Farber Cancer Institute. 

My wife and I love traveling both in the US and internationally, and we've got some really fun kids ages 7, 5, and 3. Not a lot of dull moments around our house!

Stephen Beach

Craft Impact Marketing

Devise compelling communication strategies to engage and retain top talent, customers and key stakeholders during change. Craft engaging, educational content via multiple mediums and project manage to completion.

Communications Strategist

Member of the Client Experience team within B2B marketing. Responsible for internal and external communications as they relate to AOL's tentpole events, including but not limited to internal/external event website and content management, sales alert emails, invitations, and confirmations. Also responsible for content experience throughout these large-scale events, including PowerPoint presentations, event collateral, post-event blogging, and more.

Senior Marketing Manager

Millennial Media

Lead SME on all outbound Platform-side email communications (both supply and demand), merchandizing inventory and analysis, and maintenance of the Platform-side CRM strategy. Utilized several marketing automation platforms, specifically HubSpot and Silverpop, and their integration with CRM system Salesforce.com and web content. Developed targeted blog/podcast/website sponsorships designed to complement email marketing efforts and leveraged a PR team to deploy targeted Tweets and Facebook/LinkedIn posts. Responsible for the development of marketing collateral, i.e. case studies, sales decks, and product one-pagers, and assisted in the planning/preparation of large-scale events and the communications surrounding those events.

Senior Manager, Platform Marketing

Manager, Platform Marketing

T. Rowe Price

Member of T. Rowe Price’s largest grossing division’s Client Experience team. Provided support around non-product-related efforts, including the development and implementation of new marketing programs and the updating of existing sales campaigns. Engaged and leveraged shared services, including Account Management, Legal, Creative, and Electronic Publishing, to organize and execute the creation of custom marketing collateral, e.g. targeted emails, PowerPoint presentations, white papers, positioning statements, videos, etc. Deciphered campaign/communication effectiveness through the use of quantitative and qualitative data analytics.

Marketing Manager

PSA Insurance & Financial Services

Supported the firm, departments and niche industries by writing and designing marketing pieces, i.e. PowerPoint presentations, advertisements, case studies, web content, brochures and flyers. Drove awareness and preference of PSA brand by leveraging social media and positioned PSA as a knowledgeable leader in timely financial matters / gained press for newsworthy business occurrences by collaborating with a PR firm to build and execute media strategies. Was integral in the custom design, implementation and roll-out of CRM system, Salesforce.com. Planned and managed PSA’s monthly proprietary Partnership Program seminar events.

Marketing and Sales Administration Coordinator

Clear Channel Outdoor

Prospected for and cultivated new working relationships, while securing sales with current advertisers. Developed existing business-to-business relationships and actively pursued new leads. Met the needs of clients through the creation of customized advertising plans -- these plans included visual and interactive marketing proposals that promoted traditional billboards, digital billboards, wallscapes, transit shelters, and backlit mall displays.

Account Executive

Pivec Advertising

Assisted in media buying and administrative tasks during summer and winter academic breaks. Coordinated the timing of TV, print and radio advertisements

Media Intern

The Coca-Cola Company

-Developed creative briefs for the in-store marketing activation of several programs
-Assisted Senior Marketing Activation Manager in the organization of Live Nation Sponsorship
-Created promotion decks and assisted in the design of custom point of sale
-Participated in market impact teams to improve company presence in Chicago
-Managed Hispanic entertainment truck and coordinated large sampling events
-Organized Coca-Cola tickets, hospitality tent, and suite at Chicagoland Speedway

Marketing Activation Intern

Detail-oriented, experienced marketing and communications professional with strong writing background and exceptional organizational skills. Demonstrated ability to create and manage strategic marketing campaigns to meet and exceed company goals.

Craft Impact partners with clients via marketing & sales services to help generate revenue in a predictable, sustainable way. 

We do this primarily for three types of companies ⬇️

▪Financial Advisory Firms (RIAs, independent practices, & TAMPs)
▪Professional Services (service companies & executives)
▪Product Manufacturers (businesses ready to scale & sales teams)

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The Battle

Stephen Beach

Laura Fox

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