Energize your firm with the Model FA Exponential Relationship System — the only industry model that teaches advisors how to expedite and strategically advance trust with clients and prospects.

Inside, advisors will find self-paced modules that cover the following fundamentals of business development:

• Becoming the Next Generation Rainmaker
• Sales Psychology and Framework
• Feedback Marketing: A Comfortable Approach to Earning Referrals from the industry’s expert on client referrals, Dan Allison
• The Exponential Relationship System and relationship stage training

Together, those materials will empower your team of advisors to deliver more value, connect with more prospects, and supercharge their growth potential.

Our first priority is to clarify existing incentives. Many large firms have inherited reward mechanisms that no longer serve them. From compensation structures to bonuses and non-monetary perks, we believe that a future-proof firm can’t afford to have sacred cows.

Next, we identify clear points of accountability for the firm’s advisors. It begins with setting performance expectations and ends with giving your advisors a tool for effective pipeline management.

Finally, we create a KPI Dashboard that tracks individual advisor performance. This approach allows the firm to allocate resources and make better hiring and promotion decisions.

While every firm is unique, we begin most strategic marketing plans with an 80/20 rule. 80% of the budget should be directed to the firm’s advisors. 20% should be spent on the corporate brand. As the firm evolves, more marketing dollars can shift to brand awareness.

A customized strategic marketing plan is between 9 and 20 pages, depending on the needs and goals of the firm’s executive team. Want to get a feel for our capabilities? Click the boxes below to explore our marketing services.

On-site Strategy Session

A one-day gathering at your office to discuss top priorities and obstacles for your firm, identify initiatives that will move the needle, and create a strategic growth plan.

Brand Strategy

Typically conducted as a one-day facilitated workshop, a brand strategy session focuses on brand story, architecture, and core values. The outcome of the session is an assessment of your firm’s positioning in the market, the degree of “fit” between your service offering and ideal clients, and whether your marketing tells an intentional, truthful story about what sets you apart.

Fractional CMO Services

Fractional CMO services include the creation of a strategic marketing plan that supports the firm’s advisors and corporate brand.

Performance Coaching

Sustained growth requires a tight link between marketing and sales. Get access to the Model FA Accelerator, a performance and growth coaching system.

Business Development

Identify specific opportunities for growth based on your firm’s offering, ideal prospects, existing clients, and the strengths of the firm’s advisors. Set growth goals and build an action plan that will move your team forward.

Focused Marketing Campaigns

Implement social media marketing, workshops, webinars, targeted messaging campaigns, etc. Leverage our pre-built campaigns with a proven ROI, designed specifically for the financial advice industry.

Content Marketing

Create a content strategy based on the firm’s business development goals and target audience. Coordinate internal and external efforts to generate and publish regular content in the form of blog posts, white papers, checklists, videos, etc.

Client Events

Host live client events for each of the firm’s target niches. Assist the firm with event coordination. Boost the effectiveness of client outreach and post-event follow-up through best practices, checklists, and accountability systems.

Executive Mastermind Events

An annual Mastermind event brings together executive teams that run the nation’s largest RIAs and subject matter experts in business development, sales, marketing, coaching, and operations — to share best practices, top challenges, and inspiration to grow forward.

Web Design

Conduct a strategic analysis of the firm’s competitive positioning and brand alignment. Identify and implement structural and content changes to the firm’s website to better showcase its offering to ideal clients.

Local SEO

Conduct a Search Engine Optimization audit to identify necessary structural and content changes to the firm’s website. Develop an internal linking hierarchy. Coordinate an organic backlinks strategy to improve domain authority and ranking in search results.

PR and Media Relations

Create a media relations strategy to promote key members of the firm in the financial and consumer-facing media (TV, print, digital). Identify local and national award opportunities. Publish byline articles and columns to increase visibility and authority.

There used to be two ways for an RIA firm to invest in organic growth. The executive team could either hire a full-time Chief Marketing Officer or Director of Marketing, or they could find marketing consultants to solve specific problems.

Both ways often missed the mark — because successful advisors are never just selling products or services. They are in the business of building human relationships. In order for an advisory firm to grow, it must first connect and coordinate its business development and marketing efforts.

We envisioned a solution that would give a select group of large RIAs access to all of our business development expertise, growth systems, and marketing collateral — wrapped in a right-sized, fully customized package.

To accomplish that, we had to create a new category: Chief Growth Officers.