I found that financial advisors are more comfortable relying on referrals than navigating unknown marketing and business growth territory. That's why I started Fantum Growth.

As a marketer, and son of a brilliant financial advisor, I gained a unique perspective while watching my father push to grow his independent advisory firm. "I just want to advise," he'd tell me.

Through my specialized marketing experience and work with other advisors, I have been able to provide advisors with COMPLIANT solutions and support to common struggles that they frequently face in creating predictable growth.

I built Fantum Growth to remove that friction and step in as a fractional Chief Growth Officer.

Some things we do for our advisors:

With compliance satisfaction as our #1, we clarify your niche story, design outbound and referral campaigns, and automate follow-ups so prospects arrive on your calendar primed to say yes.

For my clients, it’s meant contributing to millions in new assets within months, the confidence to charge for planning instead of giving it away, and smarter daily decisions through better proposals and AI training tools.

The advisors we work with spend their best hours with clients — not in the weeds.

While they focus on relationships and approvals, my team handles the heavy lifting: testing headlines, sending thousands of emails, and refining funnels. Beyond lead generation, we equip advisors with sales enablement tools, training, and proposal upgrades that help turn cold prospects into new clients.

If that sounds like the missing piece in your practice, let’s map out a 90-day sprint—from scattered marketing to consistent, compliant growth. Drop me a note or grab a time on my calendar, and we’ll build the plan together.