Lori B.
Westlake Village, California
Overview
For many CEOs in healthcare, insurance, and financial services, marketing feels like a black hole of slow turnarounds, messy data, and expensive agency overhead that never quite delivers. I'm here to change that. As a Fractional CMO and AI Growth Architect, I partner with SMBs to Fortune 100 brands, including Charles Schwab, Dole, and Anthem, to sharpen their brand strategy and creative vision. I don’t just hand you a strategy deck and walk away; I lead the creative execution and build the high-performance systems that turn your marketing into a self-funding revenue engine. My approach is si
About
For many CEOs in healthcare, insurance, and financial services, marketing feels like a black hole of slow turnarounds, messy data, and expensive agency overhead that never quite delivers. I'm here to change that. As a Fractional CMO and AI Growth Architect, I partner with SMBs to Fortune 100 brands, including Charles Schwab, Dole, and Anthem, to sharpen their brand strategy and creative vision. I don’t just hand you a strategy deck and walk away; I lead the creative execution and build the high-performance systems that turn your marketing into a self-funding revenue engine. My approach is simple: pair big-picture strategy and creativity with smart automation. I build custom digital workflows that take the manual work off your team's plate so they can focus on what actually drives growth. Compliance-heavy industry? No problem. It's where I thrive. Recent client results: • Built automated digital workers for data extraction, quoting, and content, expanding team capacity without adding headcount. • Cut podcast production from 4 days to 6 hours, an 85% reduction in turnaround. • Automated 20+ hours of weekly manual tasks, freeing staff for higher-value work. • Built Centralized Knowledge Bases that eliminated the interruptions and app-switching eating hours every week. • Automated insurance quoting and plan comparisons for Claremont Insurance Services, so their team focuses on closing, not data entry. • Grew qualified lead flow for Celtic Capital through targeted content and smarter systems. Marketing should pay for itself. Not eventually. Within 1 to 3 quarters. Beyond strategy and systems, I also provide full Creative Services, including brand identity, campaign creative, and design direction. Strategy and creative under one roof, with no translation loss. I've taught 1,200+ students at UCLA, Art Center, and Maven, and co-authored Ready-Made Marketing, a DIY playbook with 400+ free tools and scripts to generate sales on Day One. I stay at the forefront of technology, including AI agents and automated workflows, so you don't have to. I’m not just a consultant; I’m a builder. I create the systems and automated workflows that your team can keep running long after I’m gone. Our talented team consistently goes above and beyond expectations, and we make the process easy and enjoyable! Ready to see a change? Let's talk. Send me a message here or visit www.bersondeanstevens.com to book a short discovery call.