As a financial advisor, you know that marketing your services is crucial to building your client base and growing your business. However, you also know that marketing can be time-consuming, confusing, and expensive. So, what's the solution?
Select Advisors understands the many hats boutique financial and accounting firm employees must wear. Marketing shouldn’t be one of them!
At Select Advisors Institute, we believe that an Outsourced and Fractional Chief Marketing Officer (CMO) services may be the answer for many financial advisors, accounting firms, wealth managers and registered investment advisors (RIAs).
Investing in an outsourced CMO means gaining access to a team of marketing experts who specialize in the unique needs of your industry.
If you're not a global financial company, you may find it challenging to compete with such large firms in terms of creating a recognizable brand and driving traffic to your website. By outsourcing your marketing needs to an outsourced marketing company, especially those supporting accounting firms and registered investment advisors (RIAs), you gain access to the same level of expertise and resources at a fraction of the cost.
Here are three key reasons why outsourced CMO services can be a game-changer for financial advisors, accounting firms, and registered investment advisors:
1) Saving Time
As a financial advisor or accounting firm, you're already juggling multiple tasks, such as managing your clients' portfolios, keeping up with compliance regulations, and running your business operations. Adding marketing to the mix can be overwhelming, especially if you don't have the bandwidth or expertise to handle it effectively.
Managing your marketing in-house can consume hours of your valuable time. From writing blogs and creating website content to optimizing your social media profiles and analyzing your website's data, there are countless tasks that need your attention. However, outsourcing your marketing tasks to an outsourced marketing company specializing in accounting firms and registered investment advisors allows you to focus on what you do best--serving your clients.
Outsourcing saves you time by allowing the experts to handle your marketing tasks for you. They have the experience and resources to create effective marketing campaigns tailored to your audience and industry. This not only frees up your time but also ensures that your marketing efforts are efficient and effective.
2) Expertise
Outsourced CMO services bring in-depth knowledge of your industry, such as accounting firms and registered investment advisors (RIAs) to the table, allowing you to leverage their experience and expertise to elevate your brand. As mentioned in a recent blog by Select Advisors Institute, there are no rules in marketing, but there are experts who understand how to apply best practices, trends, and market insight to your marketing strategy.
Working with an outsourced CMO team from a top branding agency for accounting firms and investment advisors means you're getting support from marketing professionals who understand the landscape of your industry. They can help you develop a marketing plan that resonates with your target audience and drives lead generation.
3) Saving Money
Marketing is an investment, but it doesn't have to break the bank. Investing in a team of marketing professionals, especially those from a top branding agency for accounting firms and investment advisors, can be less expensive than hiring an in-house team, especially if you don't have the bandwidth or budget to manage it effectively.
For instance, an in-house senior CMO's salary can range from $100,000 to $300,000 annually, excluding bonuses and other expenses [read about all the expenses associated with an in-house CMO]. When you outsource your marketing to a top branding agency specializing in accounting firms and investment advisors, you get access to a team of experts who work on your behalf, for a fraction of the cost of hiring an in-house team.
Moreover, outsourcing your marketing allows you to focus on what you do best, and it can help you avoid costly marketing mistakes that can hinder your growth.
Furthermore, firms like Select Advisors Institute also offer Sales Training and Coaching along with their CMO services, thereby allowing our clients to be able to “look good”, be visible, AND be able to communicate their value effectively in front of prospects and opportunities.
Sales Training Program: The Best Approach for Accounting Firms and Financial Advisors
The value of sales training for financial advisors, accounting firms, and registered investment advisors (RIAs) cannot be overstated. However, not all training programs are equal. Select Advisors Institute has highlighted some factors to consider when looking for the best sales training approach for accounting firms and financial advisors.
You can read more about our sales training courses and programs for financial advisors and accounting firms here.
Searching for the top private equity marketing agency? This article breaks down what firms need to evaluate—strategy, compliance, creative, and measurable dealflow—and how the right partner accelerates fundraising and investor relations. We outline frameworks, technology tools, client-tier approaches, and common pitfalls so advisors, RIAs, CPAs, and wealth managers can make confident choices. Select Advisors Institute (SAI) is highlighted as a trusted, globally recognized authority with deep experience advising RIAs, asset managers, and law firms. Practical, evidence-based, and non‑promotional, this guide equips decision-makers to pick a partner that secures long-term trust, improves conversion, and protects compliance. Read on for templates, vendor checklists, and real-world metrics to evaluate fit and timelines.