Chief Marketing Officer (CMO) Program

Consistent results require consistent effort.

Partner with our team to ensure your marketing stays on track while you focus on your practice.

Get the details

What value do you provide?

With certain basic wealth services moving from the fringe into the mainstream, full-service advisors are tasked with showing the value of what they do – especially in relation to fees. Are your clients aware of all the added services they’re getting, or the depth of value available? Can new opportunities recognize the distinct benefits of your approach when you’re aligning yourself with the industry’s homogeneous messaging?

It’s about answering the question “what value do you provide?” before your clients start asking you.

The CMO is a month-to-month program focused on demystifying the value of your service and making it tangible at every touch point.

Practices looking to grow require ongoing growth tools, executed as part of a multi-faceted strategy.

The tactics below are selected and implemented in order to help take your practice to the next level.


Practice Essentials

  • Competitive Advantage
    • Core Competencies / Specialization
    • Biographies / Profiles – Individual / Team
    • Brand Framework and Positioning
    • Value Statement / Elevator Pitch
  • Identity Development
    • Team Identity and Stationery Items (Business Card, Letterhead)
    • Client communication items (Introductory Letter, Note Card, Thank You Card, Seasonal Card)
    • Email Signatures
    • LinkedIn Profile / Company Page
    • Biographies / Profiles – Individual / Team
  • Business Development Collateral
    • Prospecting Material (Your Positioning, Practice-Specific)
    • Referral Package
    • Client Advancement and Support Material
    • Affiliate / COI Tools with Introduction Materials and Personalized Follow-up

On-going Practice Development

  • On-Boarding Material to Illustrate HNW Focus and Clarify Next Steps
  • Service Introduction Overview with Comprehensive Map and Exclusive Benefits
  • Discovery Exercises Focused around HNW Pain Points and Opportunities
  • Relationship-Building Exercise to Uncover Personal Client Values
  • Financial / Investment Workbooks Specific to Area of Specialization
  • Plan Binder to Illustrate Service Depth, Store Documents and Track Progress
  • Discussion Guides Specific to HNW Transitions (ex. Business Succession)
  • Personal Wealth Strategies Blueprint and Living Document
  • Review Process, Touch Points and Tracking Checklists
  • Client Process Manual for Internal Use and Client-Facing Outline
  • Expertise Development
    • Case Studies Profiling HNW Clients and Specific Service Benefits
    • Book Authorship and Article Management Demonstrating Thought Leadership in Area of Specialization
    • Online Concept Videos and Podcasts
    • Rising Generation Readiness Program with Communication Process and Educational Resources
    • Internal / External Resource Outline for Current Clients

Top-of-Mind Development

  • Articles of Interest Process (Article Sharing with Personal Note)
  • Life Event Guides as Engagement and Proactive Client Relationship Tools
  • Topical Client Review on Market or Legislation Changes
  • Value Clarification Materials Outlining Exclusive Resources and Value-Adds
  • Client Appreciation Program with Overview and Event Schedule
  • Community Involvement, Board Memberships and Sponsorship

Continuous Progress, Month after Month

Through the program, you benefit from having a full studio team executing a custom, multi-pronged marketing strategy, but you also have the advantage of having the industry leaders in marketing for financial advisors, working toward your practice growth objectives.

“We define your competitive advantage, and build the tools to allow you to communicate that value for the purpose of consistently acquiring new business.”

Jeff Malcolm, President

See how our CMO program can work for your practice.

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