Fractional CMO for financial advisors and RIAs
Senior marketing leadership for RIAs, wealth management firms, and independent financial advisors — without a full-time CMO hire.
Why advisory firms hire a fractional CMO
Advisors and partners should spend their time with clients, not running marketing. A fractional CMO owns the marketing strategy, builds the plan, and manages the work so marketing grows the firm without taking critical time away from your advisors.
What a fractional CMO does for an RIA
- Builds and owns a marketing strategy tied to growth and AUM goals
- Runs your website, content, email, social, and video programs
- Sets up measurement, dashboards, and reporting so you know what works
- Manages existing teams, agencies, and vendors
Results for financial services clients
"Falcon Consulting has changed the way marketing drives our business. Since working together, we've seen measurable growth driven from marketing: +334% social media impressions, +1,181% video views, +29% organic traffic growth, and most importantly to us: +100% website leads." — Nathan Gilbert, Partner, Meridian Financial Partners.
- Fractional CMO for a wealth management firm
- Fractional CMO for a financial services firm
- Marketing strategy for Meridian Financial
- Website migration for MPM Wealth Advisors
Kestrel: our financial services marketing practice
Kestrel is Falcon Consulting's marketing practice for RIAs and independent financial advisors — sharp, customized marketing that grows AUM without cookie-cutter templates.