Services & Engagement Models
Flexible Support for Every Stage of Growth
We recognize that no two firms are identical. Our service model is designed to provide immediate relief for individual advisors while offering long-term strategic partnership for established firms.
Fractional Strategist & CMO Retainers
Your Outsourced Marketing & Communications Team
Our fractional packages provide ongoing brand strategy and execution, ranging from monthly single-channel social media management to a fully-outsourced marketing and communications department. Packages are customized to the specific needs of the firm.
Strategist Packages
10 hours per month
Ideal for organizations seeking single- channel marketing support, such as a managed single social media presence with two posts per week.
15 hours per month
Ideal for firms needing light multi-channel support, such as email marketing management + a single social media presence with two posts per week.
20 hours per month
Ideal for growing organizations ready for consistent, integrated marketing with social, email, and blog or content creation support to drive audience engagement.
25 hours per month
Ideal for organizations desiring consistent, integrated marketing with social, email, and multi-format thought leadership creation support to showcase specializations.
Fractional CMO Packages
35 hours per month
Ideal for businesses seeking hands-on marketing execution with added strategic oversight across two to three channels.
45 hours per month
Ideal for firms needing comprehensive multi-channel marketing and communications management, including planning, execution, and performance monitoring.
55 hours per month
Ideal for organizations requiring dedicated strategic leadership, high-volume content production, and proactive campaign management.
65+ hours per month
Ideal for organizations seeking full-scale outsourced marketing leadership, including strategic planning, content creation, campaign execution, and ongoing analytics across all channels.
Project-Based Engagements
Finite Solutions for Major Milestones
For firms requiring expert execution on a specific timeline, we offer limited-term, flat-fee projects. These engagements are designed to deliver high-impact results with defined budgets. Project-based engagements include, but are not limited to:
Website Strategy & Development
Comprehensive site audits, strategic copywriting, and brand-aligned design to turn your URL into a strategic asset.
Brand Identity Projects
Deep-dive brand audits, logo and brand design refinements, and development of messaging frameworks (Mission, Vision, Values).
Event Planning & Execution
End-to-end management for virtual and in-person seminars, conferences, or networking sessions, from venue logistics to attendee engagement.
Advisor Starter Packages
The On-Ramp to Excellence
We help firms set their new advisors up for success with a strong marketing foundation. Our packages are designed to streamline onboarding by clarifying each advisor’s target markets, enhancing their personal brand, and equipping them with practical tools for client engagement through LinkedIn and email marketing.
Network Engagment
Two 1-hour strategy meetings (initial discovery interview + implementation review)
• Full LinkedIn profile review and refresh:
– Custom banner image
– Headline + About section copywriting
– Section-by-section recommendations
• Customized Advisor Resource #1: Using LinkedIn for Marketing
Outcome: Tools for proactive client & COI outreach.
Professional Digital Footprint
• Two 1-hour strategy meetings (initial discovery interview + implementation review)
• Full LinkedIn profile review and refresh:
– Custom banner image
– Headline + About section copywriting
– Section-by-section recommendations
• Customized Advisor Resource #1: Using LinkedIn for Marketing
• Custom Advisor Resource #2: Email Marketing for Advisors
• Custom branded email marketing template (in platform of choice)
Outcome: A high-trust, cohesive digital presence.
Immediate Market Visibility
Two 1-hour strategy meetings (initial discovery interview + implementation review)
• Full LinkedIn profile review and refresh:
– Custom banner image
– Headline + About section copywriting
– Section-by-section recommendations
• Customized Advisor Resource #1: Using LinkedIn for Marketing
• Customized Advisor Resource #2: Email Marketing for Advisors
• Custom branded email marketing template (in platform of choice)
• 1-month LinkedIn content calendar:
– Custom post copy (up to 12 posts per month)
– Coordinated graphics
Outcome: Tools for multi-channel market visibility.