Evie O'Keefe

Inspirer
DISC Type : id

Senior Marketing Consultant at LPL Financial

Charlotte, North Carolina, United States

Overview

Evie OKeefe is a Senior Marketing Consultant at LPL Financial with over two decades of experience in digital marketing and SEO. She specializes in creating comprehensive marketing strategies for financial advisors and was recognized with the 2023 Extraordinary Achievement Award for her outstanding performance and value to the firm.

Outside of work, Evie lives with her family in North Carolina. Her personal interests include reading, collecting books, playing games, and watching British television. She is a vocal advocate for diversity and inclusion, serving as the lead chair for LPLs Pride Alliance Employee Resource Group.

Unique fact: Evie is a published ghostwriter, having written both fiction and nonfiction works including business books, biographies, and memoirs.

Personality Overview

Fast Adopter

Charming & Persuasive

Achievment Oriented

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

SEO Strategy
An SEO subject matter expert who creates best-practice protocols and leads training. Her posts celebrate when her SEO suggestions lead to new client acquisition for advisors.
Financial Marketing
As a marketing consultant for LPL Financial, she has a deep understanding of the unique challenges and strategies for marketing within the finance industry.
LGBTQ+ Advocacy
She demonstrates leadership and commitment to diversity and inclusion as the lead chair of LPL's Pride Alliance Employee Resource Group.

Media Appearances

Evie has no verified media appearances

Work History

4-2025
Senior Marketing Consultant at LPL Financial
8-2023 - 4-2025
Marketing Consultant at LPL Financial
10-2022 - 8-2023
Associate Marketing Consultant at LPL Financial
9-2021 - 10-2022
at LPL Financial
2-2016 - 3-2019
Owner at Evie Does It Mobile Notary and Errand Services

Education

Education details unavailable from Oklahoma State University
Education details unavailable from Central Piedmont Community College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : Senior Marketing Consultant at LPL Financial
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Insights For Selling To Evie

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Clearly address the competitive aspects
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Evie is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Evie

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Evie move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Evie take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Evie

Personality Compatibility


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