About

Your Marketing

Specialist

Proactive Marketing has been creating, implementing and managing strategic branding and marketing programs for professional services firms since 2002. Our philosophy yields profitable results for our clients and improved job satisfaction for their teams:

"By integrating the marketing function into the corporate culture of the firm, everyone is empowered to contribute to revenue growth."

Nearly 50 companies - including private capital firms, investment banks, law firms, consulting firms, accounting firms, insurance brokerages and professional membership organizations - have trusted us to rebrand their companies, create and implement marketing and communications plans, and/or provide business development coaching. We are immensely grateful for their trust in us for over two decades.

Mary Lee-Wlodek, President

Mary believes everyone can be inspired to market professional services successfully with a positive, supportive corporate culture and appropriate tools and training. She founded Proactive Marketing in 2002 so professional services firms of all sizes could benefit from comprehensive marketing solutions. Her objective for every client engagement is to leverage the firm's successes to create durable brand identities with increasing equity value.

Mary applies over 30 years' experience to develop concise brand identities, marketing strategies, communications plans and business development programs for financial services firms, law firms, consulting businesses and other elite B-to-B service providers. She has advised businesses ranging from start-ups to multi-billion companies during her career as a marketing consultant, investment banker and commercial lender.

Professional Specs:

UCLA Anderson School of Management, MBA
Stanford University, B.A., Economics
ACG Los Angeles, former President & VP Communications
Prior to founding Proactive Marketing:
- FINOVA Capital, Healthcare Finance
- Imperial Bank
- Chase Manhattan Bank
- Goldman Sachs, Real Estate Group

Personal Specs:

Amor Fati! ("Love of one's fate")
Grateful for family, friends, clients and colleagues
Never too much trail running, hiking, skiing, SUPing, Pilates, yoga, swimming or laughter
Mom to a college student
Armchair neuroscience and Stoicism enthusiast
Student of life

Mary is a cohesive member of our team, providing thoughtful marketing guidance for both the firm and individuals. The keys to our success working together are her understanding of our business and insightful, direct approach to keeping us on track.

- David Stapleton, President, Stapleton Group

Mary is a quick-study and provides highly effective insight and strategies that are focused on generating revenue. She has a unique niche in doing this for professional service firms. In the world of marketing, she’s a no BS straight shooter who gets it done.

- Tracy Williams, President, Olmstead Williams Communication

Proactive Marketing has been keeping our firm relevant in our business community since 2002 by artfully transforming our technical work into clear, concise marketing communications. Our firm has transformed multiple times over the past 20 years and PMI has been a part of every step.

Jeff Brandlin, President, Brandlin & Associates

Mary has been instrumental in developing, planning, and executing our marketing strategy. She has been a huge help since her start with us in 2017 and we view her as an invaluable member of our team.

Michael Kianmahd, Executive Vice President, Maxim Commercial Capital

I loved the work Proactive Marketing did for HG and truly enjoyed working with Mary. She captured the essence of HG's unique value proposition and personality in its website and communications, and gathered valuable information about our clients and market.

- John Morris, Director, Hamilton Grant

Proactive Marketing listened, learned and quickly understood our business and the unique aspects of our culture. They used that knowledge to craft an effective, results-driven marketing plan for our firm and business development plans for individual principals.

- Jim Upchurch, President & CEO, Caltius Capital Management

"Mary guided the partners through renaming our law firm then led the creation of a new website. Her suggestions and attention to detail made the website clean, uniform and easy to navigate. The attorneys received tremendous positive feedback.

- Law Firm Marketing Administrator

About

Your Marketing

Specialist

Mary Lee-Wlodek, President

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