10 reasons to hire a Fractional CMO as a Financial Planner

10 reasons to hire a Fractional CMO as a Financial Planner

The decision to outsource a specialized CMO emerges as a strategic imperative for wealth management firms aiming to carve a distinctive identity in the market and cultivate enduring relationships with high-value clients. This approach not only unleashes the full potential of marketing initiatives but also allows firms to channel their resources into areas critical for sustained growth and success. This article discusses the importance of financial planner marketing and why more financial planners should hire a fractional CMO!

Top Branding Firm Financial Firms

Top Branding Firm Financial Firms

On a daily basis, we hear from financial advisors complaining that their work is commoditized, meaning everyone else is doing it.  With 2 million advisors and growing, that may sound like a legitimate frustration, but we don't buy it!