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The Advisors to the Advisor

Are you looking for an IMO who listens,  calls before you do, takes the paperwork off your desk, and lets you focus on relationship building?

Our Clients

We at Strategic Marketing Financial Services, Inc. (SMFS) Work with Financial Professionals, Independent Life Insurance Producers, CPAs, and Tax Attorneys, namely the team of “Trusted Advisors”.  We provide you with specialty advice and solutions to help fund your client’s needs and reduce the amount of unnecessary taxes they pay.

  • Financial Professionals
  • Independent Life Insurance Producers
  • CPAs
  • Tax Attorneys

Our Leadership Team

marc olswang

Marc Olswang founded Strategic Marketing Financial Services in 2011, after working in the finance and insurance marketing industry for nearly 15 years.  His primary focus is on building strategic relationships with advisors and insurance professionals who are looking to grow their business through innovative, cutting edge financial and tax strategies as well as unique marketing concepts.

Marc builds strong relationship foundations with agents and advisors through his strategic investment platforms that promote wealth accumulation and tax advantaged vehicles.

Through his firm, Strategic Marketing Financial Services, Marc offers a full range of Leveraged Planning options and various financial and insurance services for the high net worth client.

Marc Olswang




Lori Shapiro is our Director of Marketing and Sales. Lori has several  years  experience in this area with a focus on recruiting in the advertising industry, and most recently residential real estate.. She has worked with a variety of clients in residential real estate,  in addition to extensive not for profit work. In her role with Strategic Marketing Financial Services, she is the key initiator of building relationships with advisors and high net worth individuals, ensuring both parties are a good match for optimal results in leveraged planning options, advanced tax strategies, and various financial and insurance services.

Lori has a Bachelor of Arts degree from the University of IL.

She is a Chicago native, and lives in the northern suburbs with her husband and three kids.

She loves to exercise, and is an avid cyclist. In the warm months, you may see her cycling on the beautiful bike paths in the Chicago area, or around town.

Lori Shapiro

Director of Marketing / Sales