Senior-level marketing leadership, without the guesswork of getting started.
Step 1: Discovery Call
We start with a conversation. In 30 minutes, we'll talk through where your marketing currently stands: what's working, what's stalled, and where you want to grow. This call also includes an initial look at where your firm may have a Trust Gap, the space between how credible your firm actually is and how credible your marketing makes you look. A clear read on fit, with no pressure.
Step 2: Trust Gap Audit
If we're a fit, we go deeper. The Trust Gap Audit is a diagnostic that evaluates your current marketing, positioning, and visibility against what a boutique RIA needs to earn trust with prospective clients. You'll walk away with a clear picture of your gaps and priorities.
Step 3: Onboarding & Strategy Alignment
Once you're on board, we spend the first two weeks getting oriented: your business goals, your voice, and your growth targets. This is where we set the marketing priorities for the engagement and agree on what success looks like in 90 days.
Step 4: Monthly Cadence
This is where the fractional model earns its name. You get consistent, senior-level marketing leadership on a monthly cadence:
Strategic planning — ongoing direction-setting that adapts as your firm grows
Execution oversight — content, campaigns, and communications built and reviewed with care
Reporting & check-ins — a regular cadence of updates, so you always know what's happening and why
Direct access — you're working with a senior marketing partner who knows your business
Step 5: Ongoing Partnership
As your firm grows, the engagement evolves with it: from foundational visibility work to more advanced positioning, earned media, and thought leadership. Senior-level strategy, built around where you are today and where you're headed next.