
MARKETING AGENCY
& FRACTIONAL CMO SERVICES
for financial advisors and wealth management firms
looking to grow their clientele, impact, and legacy.
Expand your reach with digital marketing.
Convert more prospects into clients.
Grow your business with less effort.
Business development & client acquisition efforts are key to growing your business. But where are you supposed to find the extra hours to do these consistently AND effectively when your to-do list is already longer than the disclosures on an ADV form?
We take the marketing tasks off your plate so you can get back to serving your clients while we help you:
✔️ Get in front of more qualified leads as you show up on the right social media platforms with the right message.
✔️ Stand out with clear messaging that lets your ideal clients know why they should do business with you and not your competition
✔️ Rank higher on Google and grow organic traffic with SEO and/or strategically targeted ads.
✔️ Build authority & trust with engaging and reliable content that turns your website visitors or social media followers into clients.
So you can serve more people without burning out…or overloading your team.
Financial advisor marketing expertise
that drives growth for your business.
INDIVIDUAL
MARKETING
PROJECTS
Need help with a one-time project or just not sure where to start? Pick from our a la carte menu of marketing services price on a per-project basis.
Branding & Messaging
Website Copy
E-books and Lead Magnets
Whitepapers & Case Studies
Book Ghostwriting
MONTHLY MARKETING SUPPORT
For those who are looking for consistent marketing support in creating content, campaigns, or executing ongoing marketing tasks.
Expert Blogs & Articles
Emails & Newsletters
Social Media Management
Lead Generation (LinkedIn)
SEO and Paid Ads Management
FRACTIONAL CHIEF MARKETING OFFICER (CMO)
Marketing leadership and strategy for growth-focused teams.
Marketing Strategy
Team Leadership
Hiring and Firing
Oversight of Marketing Campaigns
Finally…your marketing done by someone who’s actually worked in the financial services industry and who gets you - and your clients.
Led by marketing expert and
Certified Financial Planner (CFP®), Simona Ondrejkova,
our team specializes in helping
financial professionals and wealth management firms grow their impact and income through proven, mindful, and client-focused marketing techniques that work.
Join others whose business has grown after working with us
Whether you’re looking for a marketing expert to plan your next launch, a copywriter to write your blogs, e-books, emails, social media posts,
or a ghostwriter for your next book, let’s chat to see how we can partner to
get you more clients.
Download the Ultimate Marketing Guide for Financial Advisors
Learn our top strategies to attract clients, build your online presence, and stand out in today’s competitive market.