Marketing leadership for a financial services firm
Fractional CMO & Marketing Leadership
Falcon Consulting built a strategy and execution engine that lifted a financial services firm's website leads 52%.
Results compare the 12 months to September 2026 with the 12 before. AI search citations compare August 2026 with January 2026.
The problem
The marketing person left
Falcon Consulting was brought in when the person tasked with doing the marketing left the company. The firm was in growth mode, the team was stretched for time, and marketing didn't have a strategy, plan, or clear tracking.
The approach
A strategy, a budget, a plan, and then executed against the plan.
- Strategy. A defined marketing strategy, including ideal client, budget, and action plan
- Program Execution. Falcon Consulting ran the website, advertising, email, social media, video, programmatic COI communications, and supported digital and in-person events.
- Transparent reporting. Monthly reporting to track performance, set optimization opportunities, and make data-based decision. All marketing-leads are tracked through to a client outcome.
The results
Marketing that runs on a plan, delivers results
Marketing is now defined by the strategy, tracked against results, and regularly brings in leads that convert to AUM. The firm is found in search and in AI answers, every inquiry is tracked to an outcome, and partners and advisors are freed to focus on their core work.
- +52% Website leads
- +105% Organic website traffic
- +75% AI search citations, Google and ChatGPT combined
Snapshot
- Client
- a growing, independent financial services firm
- Services
- marketing strategy and fractional CMO leadership, plus execution across:
- website development and design
- copywriting and editing
- email marketing
- graphic design and creative development
- advertising (print and digital)
- asset and collateral development (print and digital)
- SEO/AEO optimization
- video editing
- COI strategy and communications
- event support (webinar, client)
- community engagement
- Falcon's role
- lead strategist, fractional CMO, outsourced marketing team
Client testimonial
Falcon Consulting has changed the way marketing drives our business. Since working together, we've seen measurable growth driven from marketing: +105% organic traffic growth, +52% website leads, and most importantly to us: new clients from marketing leads. Marketing is now an efficient machine that grows our business without taking critical time away from our advisors and partners.
Nathan Gilbert, Partner, Meridian Financial Partners
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