About Us


Who We Are
MLI is an award-winning graphic design and marketing company with a state-of-the-art facility that provides full custom in-house conventional and hybrid digital printing, mailing services, corporate branding, website creation, e-marketing platforms, customer reward sites, data analysis and storage management, reservation services and much more. MLI's marketing team strives to provide unmatched personal service and customer satisfaction in every aspect of their client needs for a successful marketing campaign, as their success is our success.

Our team specializes in financial marketing to help FMOs, advisors and insurance agents best reach prospects in their market by offering the most effective product and service options available. We bring a refreshing and much desired new approach to our clients in an industry in need of new and innovative marketing ideas to reach baby boomers and seniors searching for financial guidance in today’s turbulent economy.
Level of Expertise
DATA - 100%
DESIGN - 100%
DEPLOYMENT - 100%
FOLLOW UP - 100%


FINANCIAL MARKETING TEAM BIOS


Joe Schroeder, Director of Financial Marketing

Joe Schroeder started in financial sales in 2006 and currently heads up the financial marketing team at MLI.  Over the past eight years he has helped hundreds of financial professionals grow their client base.
Joe coaches his clients on how to develop effective marketing strategies that produce results in the most cost-effective manner. By taking the time to learn about his clients' objectives, he can develop a customized plan that will best reach their goals.

Joe graduated from Eastern Connecticut State University in 1995 with a Double Major in Business Administration and Communications. Since then he has been working in sales and marketing for close to 20 years. Joe strives to help clients exceed their sales expectations by creating innovative marketing campaigns designed to distinguish their products and services above the competition. He and the MLI marketing team pride themselves on providing exceptional service and dedication in formulating lucrative campaigns for agents looking to grow their practice.

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Lorrie Stealey, Marketing Specialist

Lorrie brings over 18 years of sales and marketing experience to the MLI team. As a tenured professional in the Graphic Arts industry, she has in-depth knowledge of financial marketing and leaves no detail unattended. Lorrie listens attentively and after completing her initial research, provides a variety of options that enables the advisor to create a seminar calendar and marketing budget.

Lorrie's methodology for finding the advisor's "perfect prospect" is solid and whether direct mail or multi-channel marketing (direct mail, email and Facebook) she takes pride in producing measurable results for the advisors she works with. Her enthusiasm and passion for her work are very apparent as she brings a freshness to marketing that enables her clients to enjoy steady success and growth.

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Testimonials


Hollie, Financial Advisor, Texas

We have been very pleased with the caliber of the prospects and solid appointment ratio that Lorrie has culled for us. Her attention to detail and passion for providing unique designs with relevant topics keeps our marketing fresh.


William, Director of Acquisitions, Texas

Lorrie is first class and really does a super job on the seminars she has helped us with. She is diligent in her approach to seminar marketing and MLI's prices are quite reasonable and their work is very high quality.


Valentino, Executive Director, The Financial Awareness Foundation

Lorrie and MLI Marketing Solutions are outstanding! We've had the pleasure of working with them over the last 3 years with several of our Ambassadors. We found their innovative strategic planning and marketing strategies outstanding, and their printing and production always timely and of the highest quality.


Gus, Financial Advisor, Florida

Lorrie and I have worked together for a few years now and she has consistently provided a valuable service to our firm. From the start of the season through to the end, Lorrie works closely with our marketing director to ensure the best possible results. Suggesting a pivot when needed, Lorrie is always looking out for our best interest.


Bill, Financial Advisor, Philadelphia

I have known Lorrie for a few years. I am very satisfied with the results of the work she has have done for me on my seminars. Keep up the good work!


Casey R., Executive Assistant

Just wanted to say WOW! These invitations look so great! The best we've ever had. Thank you for all of your hard work. We really do appreciate it! Thanks again


Pete T., Investment Advisor Representative

Just to let you know that Joe at MLI has really helped me with this Social Security mailing. It is well priced and I am having better than normal response. You might want to encourage your agents to talk to Joe and Christine. As you know, they are always ready to help!


Sarah C., Executive Assistant

We are 99% sure that we are going to cancel our May dinner presentation dates. Thankfully, we have had such a huge success so far this year, we need some catch up time!


John T., Executive

We had great attendance at two Social Security seminars in York. About 42 signed up for appointments. Thanks!


Jessica R., Executive Assistant

I can definitely let Ryan know about the fantastic results we’ve had using MLI. We already bug him on a daily basis with every new client we obtain through the seminars, so he knows how successful we’ve been :) Thank you again for your tremendous help this week!