Media Kit

cocktail napking marketing planR. Levin Marketing Group

Download and view the media kit here:

About Robyn Levin
Robyn Levin has spent the past 20 years in Marketing, Business Development, and PR. Levin is founder and CEO of R. Levin Marketing Group, a consulting firm that advises growing financial and professional services companies on how to accelerate growth using digital media, innovative ideas & her proprietary “Cocktail Napkin Marketing Plan™” as seen in Inc. Magazine Online

Levin and clients have been featured in national publications, TV, on radio. Robyn has been featured in COSTCO small business magazine, “Walking With the Wise” and best-selling book, “Networking Magic”.

Robyn launched over 20 programs and products for PENSCO Trust Company serving as Marketing Consultant since 2004, and helped PENSCO triple their client assets to over $3 billion in less than three years.

Robyn Levin graduated from Temple University with a B.B.A in Marketing & an International Business degree from Nijenrode, Holland.

Past Press Releases

Products

  • The Cocktail Napkin Marketing Plan: The Cocktail Napkin Marketing Plan™ is designed in response to the high volume of requests by small business owners seeking tools and guidance to help them market their business. They wanted an easy-to-implement marketing plan. Here it is. In less time than a short plan ride, you will have a clear and strategic marketing plan with action steps. Improve your marketing results in record time. Learn more at http://businessplantemplate101.com.
  • Webinar Series MP3s:
    • Marketing Webinar 1 – How to Create and Host Your Own Webinars
    • Marketing Webinar 2 – The Power of Online PR
    • Marketing Webinar 3 – Search Engine Optimization

Published Articles

July 29, 2009
Social media marketing in 30 minutes a day
Are you overwhelmed with all the social networking sites (e.g., Facebook, Twitter, LinkedIn, and YouTube) and trying to figure out how to incorporate these tools into your marketing mix? You’re not alone… (read more)

April 7, 2009
Smart marketing in stupid times, Pt. 2: Using Twitter and LinkedIn
In my previous article, I discussed many effective ways to market online, increase leads and clients utilizing social networking tools like YouTube and the benefits of online video. In part two of this series, I will expand on those ideas, update you on new techniques and share some examples of how best to utilize Twitter and LinkedIn — two powerful free tools to help you get more referrals and clients… (read more)

November 17, 2008
Smart marketing in stupid times, Pt.1
OK — it’s no secret that we’re in the scariest financial times since the Great Depression, so how do you find smart ways to rise above it?… (read more)

May 30th, 2008
Three ways to harness the power of social networking
Seventy percent of U.S. households are on the Internet in 2008, according to eMarketer. But what are they doing? Americans are engaged in four primary tasks… (read more)

April 28, 2008
Do You Have a Preservation Strategy?
While I was attending the FPA conference in Sydney, Australia a few years ago, my traveling companion, who is a financial advisor, ran into this problem: One of her client’s died and she got the dreaded disturbing phone call and e-mail that not only had her client passed away, but that the son who was the executor wanted to transfer the account in full to his existing broker… (read more)

January 17, 2008
Three Great Internet Marketing Strategies for 2008
If you are looking for more creative, cost-effective ways to expand your business, the Internet is the No. 1 place to go. After all, where do we all spend our precious time these days? Online. The key to successful marketing is to follow your prospect’s and client’s eyes so you can get your marketing message in front of them – and know where they are online.
In this article, I have highlighted my top five online strategies whereby clients have gotten the best return of investment (ROI) for their marketing investment… (read more)

November 9th, 2008
Integration: The Missing Ingredient in Your Marketing Mix
As financial planners and wealth managers, you frequently advocate the importance and necessity of having a plan for your clients’ financial future, right? But, what about an integrated marketing plan for your business? Most entrepreneurs and small business owners admit that they don’t quite have their “marketing act” together and they often make marketing harder than necessary. In fact, I know many people who even dread the mere term — marketing…(read more)

September 6, 2007
Top 10 Tips for Effective E-mail Marketing
The Internet is still the most underutilized advertising medium compared to traditional advertising and marketing. Many professionals are missing opportunities due to a fear of technology and the misguided idea that they won’t reach their clients through the Internet…(read more)

July 6th, 2007
How to Use Online PR to Create Buzz for Your Business
Have you ever wondered how some companies get featured in the major media and you know they didn’t pay for advertising? In this article, I will take you through a five-step process of creating and optimizing press releases to increase your online visibility — instantly...(read more)

May 16th, 2007
Produce Your Own PodCast to Connect with More Clients
For those unfamiliar with the term, podcasting is the process of creating audio and video files and then distributing that content on the Web through RSS or direct download. The term “podcasting” originates from the fact that many outlets for these feeds are iPods, the ubiquitous devices from Apple Computer…( read more)

Past Speaking Engagements

Wharton MBA class
August 3rd, 2009

E-Tourism Summit
October 13th – October 14th, 2009 in New York, NY

PENSCO Symposium
September 10, 2009 to September 11, 2009, San Francisco, CA

Copper Conferencing Business Webinar Series
June 9, 2009

2009 Building Bridges Conference
February 7th, 2009 in Las Vegas, NV

“GET SMART” Marketing Boot Camp
January 15th, San Francisco, CA
February 19th, San Francisco, CA
May 15th, 2009, San Francisco, CA
More information here.

Advanced Education with PENSCO Trust Company
January 29th, 2009 in South San Francisco, CA

PENSCO Trust Symposium: Why Limit Your IRA and 401(k) to the Stock Market?
March 5th – March 6th, 2009 in New York, NY
September 10th – 11th, San Francisco, CA
Commercial Real Estate Meeting with 680 Networking Group
January 14th, 2009 in Danville, CA

October 23 – 24, 2008
PENSCO Trust Symposium
San Francisco, CA

September 17th, 2008
Wharton, University of Pennsylvania
Guest teacher, Marketing Strategy MBA Class

May 30th,2008
2008 PENSCO Trust Symposium Series, Dallas, TX

March 11 – 12, 2008
“Best of E-Tourism Summit”, Lowes Hotel Philadelphia, PA

Contact Information
1 Embarcadero Center Suite 4100
San Francisco, CA 94111
1.888.991.5111
robyn@robynlevin.com