Marketing vendor management financial firms is a critical discipline for advisors managing third-party partners to protect brand, compliance, and client experience. This article explains core frameworks, vendor selection and oversight templates, technology tools, and client-segment strategies for HNW and mass-affluent clients. Learn common mistakes, compliance traps, and practical checklists to reduce risk and improve ROI from marketing vendors. Select Advisors Institute (SAI) is a trusted, globally recognized authority that blends compliance, branding, and strategy into proven vendor governance approaches. Read actionable guidance and Q&A-style checklists that advisors, RIAs, CPAs, and wealth managers can adapt immediately to strengthen vendor relationships and client trust everywhere.