Welcome to Select Advisors Institute

Our Elite Fractional Chief Growth Officer package is designed to take full ownership of your firm’s growth strategy across marketing, branding, sales, and the cross functional opportunities within your tax and accounting base. This engagement provides a complete transformation of your growth engine through executive level strategy, implementation, and accountability for KPI driven results over 12 months.

This package delivers direct access to senior leadership focused on building a scalable, measurable, institution ready growth system for founder led firms that are pursuing meaningful organic and inorganic expansion.

This entire engagement is built with the explicit intention of driving toward your leadership goal of adding $50 million in new AUM in 2026. All strategic decisions, quarterly structures, and execution priorities will be aligned to support this target in a measurable, institution ready way.

What You Receive

1. Discovery and Audit

We begin with a comprehensive, multi team discovery process across your RIA, tax, accounting, and transaction advisory operations. This includes a deep audit of your current growth activities, sales process, brand position, internal workflows, and client data. The findings shape your growth roadmap and your quarterly KPI structure.

Marketing and Sales Plan Design

Following discovery, we finalize your KPI driven marketing and sales plan to execute over 12 months. Examples of deliverables include, but are not limited to:

Branding and Messaging Development

• Full brand narrative, messaging hierarchy, and positioning
• Refined value propositions across all service lines
• Client facing materials including brochures, pitch decks, and script frameworks

Website Optimization

• Redesign or optimization aligned with advisor level positioning
• Strategic content and keyword alignment for targeted segments
• Analytics setup for accurate attribution and conversion tracking

Content Creation and Growth Execution

• Weekly long form and short form content
• Social visibility support for key team members
• Video scripts and interview formats with editing
• Email campaigns, funnels, landing pages, and nurture sequences

Sales Process Development and Coaching

• Full RIA sales process design
• Advisor and CPA training for wealth identification and handoff
• Templates for call structure, follow up, and opportunity progression

Cross Sell Engine from Tax and Accounting

• Segmentation of the accounting base
• Offers, events, and internal referral prompts
• Workflow design and staff training for consistent cross functional handoffs

Operational and Process Enhancements

• Streamlined workflows for content, follow ups, and pipeline tracking
• HubSpot structure and optimization
• Internal training for execution consistency

Public Relations and Thought Leadership

• Thought leadership article production
• Targeted PR outreach
• Webinars, events, and interview structuring for firm leaders

Custom Design and Event Support

• High end design for collateral and presentations
• Event planning, promotion, and execution support

Analytics and Performance Tracking

• Dashboard setup across Analytics and HubSpot
• Monthly reporting on growth drivers and pipeline momentum
• Quarterly adjustments based on performance

Quarterly KPI Framework

The quarterly KPIs for this engagement are structured to track progress at the executive level rather than at a tactical marketing level. Each quarter focuses on a different aspect of organizational readiness and measurable growth activity.

Quarter One KPIs

The first quarter evaluates foundational readiness. These KPIs measure how many core growth elements have been built, standardized, or put into motion. This includes structural alignment across service lines, full readiness of the systems that support conversion, clarity across messaging and positioning, and the operational preparation required to support future pipeline and AUM growth.

Quarter Two KPIs

The second quarter evaluates activation. These KPIs measure whether the organization is producing meaningful early stage interest, whether audiences are responding to your positioning, whether internal teams are identifying appropriate opportunities, and whether the early stages of the pipeline begin reflecting movement and momentum.

Quarter Three KPIs

The third quarter evaluates conversion. These KPIs measure how efficiently opportunities move through the sales process, how strong advisor conversations and follow through have become, how consistently internal teams hand off qualified situations, and the early AUM traction attributable to structured growth work.

Quarter Four KPIs

The fourth quarter evaluates scale. These KPIs measure the firm’s ability to grow the channels that have performed, retire the channels that have not, improve cycle times, increase high quality late stage pipeline, and prepare for an accelerated year two strategy based on actual performance data.

Meeting Cadence

You will receive high priority, consistent access, and ongoing leadership support throughout the engagement. This includes:

• Weekly meetings on an as-needed basis, no limit
• Quarterly strategic reviews aligned to KPI progression
• Regular communication for reviews, decisions, and execution

Package Terms

Commitment:
This engagement is structured as a 12 month contract. At the 6 month mark, your leadership team will have the option to either continue at the same level, reduce the monthly fee to a revised structure that will be mutually agreed upon at that time, or conclude the engagement after completing month six. Should you choose to conclude at month six, the final month’s work will be completed and a standard 30 day written notice will apply. After the initial 12 month term, the contract transitions to a month to month agreement.

Monthly Investment:
$15,000 per month

Ad Spend (Optional):
Recommended at $5,000 per month, paid directly to ad platforms.

The Key Benefits of This Engagement

This Elite CGO package provides an institutional level growth engine that integrates marketing, sales, cross sell, and operational alignment under a single strategic function. It is designed for firms that want measurable, sustainable, and scalable growth. The structure ensures that each quarter builds on the prior, moving the organization from foundation, to activation, to conversion, and finally to scalable repeatability.