Services

Seven ways we
go about it.

Consultants hand you a strategy and leave. Agencies do the work but learn your rules on your dime. We do both — and the person you meet is the person who writes the statement, makes the call, and answers the phone at ten at night when something goes wrong.

These seven work best together. A website that contradicts the social feed, or a principal who presents differently than the brand does, is how narrative control gets lost in the first place.

01

Social & Digital Presence

The day-to-day presence, run end to end. We plan the calendar, write the copy, design the graphics, schedule the posts, engage with the audience, and report on what worked — managed to a standard that holds up if a regulator or compliance officer ever reads it, because in these industries one of them will.

It goes beyond posting. We watch everything that shows up when someone searches for you: your Google listing, your locations on Maps, your reviews, and whether the details match everywhere they appear. For one bank client, we were the first to notice that a new lending office wasn't showing up on Google at all.

What's included

  • Content strategy and monthly content calendars
  • Copywriting, branded graphics, and short-form video direction
  • Scheduling across LinkedIn, Facebook, and Instagram
  • Content delivered in batches for review and approval before anything posts
  • Community management and outward engagement
  • Paid boosts and campaigns
  • Google Business Profile setup and upkeep for every location
  • Search and Maps listings checked for accuracy
  • Review monitoring and response
  • Monthly performance reporting

Why it's different here

  • Every post checked against a written compliance checklist
  • NMLS ID, Member FDIC, and Equal Housing language placed correctly
  • Regulation Z trigger terms caught before they post, not after
  • Employee and loan officer resharing without off-message commentary

Best for: banks, lenders, mortgage groups, and practices that need a consistent presence but can't afford a post that has to be taken down.

02

Websites

Designed, written, and built in-house. For most of these clients the website is the first impression — the thing a lender, a patient, a partner, or a municipality looks at before they ever return a call — and it is often doing more damage than anyone realizes.

What's included

  • Site structure, design, and build
  • All website copy, written to your positioning
  • Rebuilds and migrations from existing platforms
  • Mobile-first layouts and fast load times
  • Domain, hosting, and launch
  • Ongoing updates and maintenance

Why it's different here

  • Disclosures and required language placed where they belong
  • Privacy policy and consent language handled properly
  • Online intake, consent, and aftercare forms where the business needs them
  • Copy that reads as credible to institutions, not just attractive to consumers

See it live: silveradoadvisory.com, built for an advisory firm serving banks and lenders.

03

Rebranding & Reputation

Rebranding is a specialty here. For businesses that have outgrown how they look: new ownership, a new location, a new market, or simply a logo and website that no longer match the quality of the work. Repositioning, messaging, and the visual system underneath it, so the company reads like what it has actually become rather than what it was when someone made the first logo.

A rebrand only works if it lands everywhere at once. We roll it out across the website, social profiles, Google listings, print, and signage together, so customers never see the old brand and the new one side by side.

What's included

  • Brand audit: what's working, what's dated, what's inconsistent
  • Positioning and core messaging
  • Logo refresh, color palette, and typography
  • Coordinated rebrand rollout across every channel
  • Brand guidelines and reusable templates
  • Print collateral — brochures, pamphlets, one-pagers
  • Email signatures and digital business cards

Reputation work

  • Audit of what shows up when someone searches your name
  • Profile cleanup across Google, LinkedIn, and review sites
  • Inconsistencies flagged and fixed across every channel

Best for: established businesses relaunching under new ownership, moving or expanding, or ready to look as good as the work they already do.

04

Public Relations

Earned visibility, on purpose. Media relations, announcements, and the steady work of getting credible outside voices to say the right thing about you — plus the message discipline to hold when something goes wrong.

What's included

  • Media relations and press strategy
  • Announcements, openings, and statements
  • Awards, speaking, and industry platforms
  • Community and civic relationships

When it counts

  • Crisis readiness plans written before they're needed
  • Holding statements and approval chains agreed in advance
  • Rapid response when a story, review, or post goes sideways
05

Executive Presence & On Camera

In these industries people don't choose an institution. They choose a person. We work on how the principal comes across — in the room, at the podium, on camera, and in the first three seconds before anyone has said a word.

And when the moment is live, we can carry it ourselves: hosting, moderating, and presenting on camera, so your principal isn't holding the event together while also being the subject.

What's included

  • Speaking coaching and podium delivery
  • Media training and interview preparation
  • Personal presentation and wardrobe direction
  • Event hosting, emcee, and panel moderation
  • On-camera presenting and video introductions

Positioning the principal

  • Founder positioning and thought leadership
  • LinkedIn as an institutional asset
  • Bios and speaker materials
06 · The easiest place to start

Marketing Compliance Review.

Most banks and lenders already have marketing out in the world: a social feed, a website, a few ads, and loan officers posting on their own. The review looks at all of it the way an examiner would, before an examiner does.

It's a fixed-scope project, not a retainer, and the natural first step before any ongoing work.

What we review

  • Social posts and captions on every channel
  • Website pages, rate and product pages, and disclosures
  • Loan officer and employee profiles and posts
  • Ads, flyers, and email campaigns
  • Google listings and review responses

What you get

  • A marked-up copy of what we found, item by item
  • The rule behind each flag, in plain English
  • Corrected versions you can post right away
  • A one-page checklist your team can use going forward
  • Optional: a 30-day content kit, written compliant from the start

A marketing review, not legal advice. It's built to make your compliance officer's job easier, not to replace it.

07

U.S. Market Entry

For international firms opening in the United States. American clients, partners, and investors decide whether you're credible long before the first meeting, and they decide it from what they find online. We build that first impression so you arrive looking established, local, and worth the call.

It's the same work we do for regulated firms at home, applied to a new arrival: the brand, the website, the principals on LinkedIn, and the local relationships that turn a U.S. office into a U.S. business.

What's included

  • Positioning and messaging for American buyers
  • A U.S.-facing website and launch pages
  • LinkedIn presence for the firm and its principals
  • Launch announcements and U.S. media outreach
  • Introductions in the Arizona market

Where it fits best

  • Luxury real estate, architecture, and design
  • Financial and professional services
  • Firms whose U.S. buyers expect a peer, not a vendor
How an engagement works

From first call
to monthly report.

Full engagements are retained monthly rather than billed by the hour. Where a client needs to start narrower, we scope from there. We take on a limited number of clients at a time, because this isn't the kind of work that holds up spread thin.

01

Conversation

Where you are, what's at stake, and what you want to be known for. No deck.

02

Audit

What people see today — site, social, search, and the rules your industry puts on all of it.

03

Plan & approve

A written scope and content plan. Work is delivered in batches for your review before anything publishes.

04

Run & report

We execute, engage, and adjust — with a monthly report on what moved and what's next.

The difference

We already
know the rules.

Sevara Advisory was founded by Lauren Lizanich, who came up in high-dollar political fundraising — major donors, high-stakes races, and money that moved under federal rules. Nothing went out that hadn't already been checked against those rules.

That is the same structure a lender lives under. And a surgeon. And any business whose marketing gets examined rather than just read.

Political fundraisingRegulated industry marketing
Disclaimers on every communicationNMLS ID on every ad, profile, and post
Contribution limits govern the askReg Z trigger terms — one number owes four disclosures
Everything is a public filingSocial posts are records; examiners pull them
Coordination rules govern who may speakHIPAA authorization governs whose image may appear
Rules govern who may be solicited, and howFair Housing — ads can't signal who a home is "for"
Judged on appearance, not intentUDAAP and FTC — judged on consumer impression
Fit

Who this
is for.

The clients this works best for have one thing in common: something real to protect. A reputation, a license, a book of business. If getting it wrong would actually cost you, getting it right is worth paying for.

Banks & lenders

Community and national banks, mortgage groups, and lending divisions that need a presence without compliance risk.

Medical & aesthetic practices

Surgical, medical, and aesthetic practices where patient images and claims carry rules of their own.

Real estate & development

Developers, brokerages, and principals — on a full retainer or as a part-time marketing partner.

Financial & advisory firms

Firms that sell to institutions and need to look like a peer, not a vendor.

Founder-led companies

Businesses where the founder is the brand, and how they show up is the marketing.

Growing businesses

Companies that have become something better than the way they present, and want to close that gap properly.

Next step

Not sure where
to start?

Most engagements begin with one of these and grow into the rest. Tell us what's prompting the conversation and we'll scope from there.