How long until I see results?
Two timelines. The foundation ships fast: brand, website, and lead magnet live inside the first 90 days. Real growth (qualified intros, referrals, content compounding) takes 6 to 12 months. Most CPAs and attorneys need 2 or 3 conversations and a year of consistent contact before they start sending you anyone. The partnership is built for that timeline, not for a 90-day sugar rush.
How does the pricing work?
One flat rate: $6,200 a month. The first three months are the build (niche, brand, website, lead magnet, nurture), so that's the only commitment. After that it's month to month with 30 days notice. Month four on, the same rate runs the engine (content, outreach, booked appearances, nurture, scoreboard). No hourly billing, no per-deliverable invoices, and ad spend stays in your accounts at cost. If the scoreboard doesn't justify the rate, you walk. That's the accountability.
How does the Scoreboard Guarantee work?
At the start of each month we agree on what ships: the outreach, the appearances, the content, the builds. It goes on a scoreboard you can check any time. If something doesn't ship, you get double on it the next month. If I said one podcast and it didn't happen, next month you get two. If the doubled goal misses too, that month is free. Some things depend on other people saying yes, which is exactly why the guarantee works this way: I can't promise a podcast host says yes this week, but I can promise you never pay for work that didn't happen.
What counts as a booked appearance?
A confirmed spot in front of borrowed trust: a podcast interview, a sit-down with a referral partner like a CPA or estate attorney, or a seminar slot. Every one comes from a target list you approved in advance, and every one comes with a prep brief, a talking script, and a capture page. No spray and pray, and all of it covered by the flat rate.
Why don't you just do everything I throw at you?
Because that's what's not working now. Five half-done projects don't add up to growth. The engine has five parts and they ship every month. Anything outside them gets quoted as its own project so the engine never stalls.
Why a small roster?
Because I'm the strategy partner. The minute I'm spread across thirty advisors, I'm in the weeds on none of them. The cap exists so I can stay in the strategy seat and the partnership stays high-touch. It also means I can't say yes to everyone, and the fit conversation is real.
What is a Fractional Chief Growth Officer?
Growth leadership without the full-time hire. You bring the practice and client relationships. I bring the strategy, ideas, and system: niche, brand, website, lead magnet, referral engine, and client journey. If you don't have a niche yet, we find it in month one from your book. Pulled from what's worked with other advisors.
Is this the same as a fractional CMO?
Close, and if you searched "fractional CMO for financial advisors," this is that seat. The difference is scope. A fractional CMO typically sets strategy and hands execution to your team or an agency. Here the strategy and the execution system come together: niche, brand, website, lead magnet, referral engine, and the monthly engine that runs it. That's why the title is Chief Growth Officer instead.
What makes this different from an agency?
Agencies sell deliverables. I run one system: niche, brand, magnet, journey, and referrals. One partner. One Slack channel. You stay with clients. I bring the strategy and run the build.
Do you use AI?
Heavily, on my side of the table. It's how one partner and a small team put out the volume of work you'd expect from a full marketing department. You don't have to learn new tools or change how you work. You just see more shipped. Everything gets human review and runs through your compliance process before it goes live.
Who actually does the work?
I do the strategy and own every account. A CSM runs your Slack day to day. Build partners plug in when needed. One team, one point of contact. You never get handed off.
What's the minimum AUM you work with?
$80M is roughly the floor for the standard partnership. Below that, the economics don't usually work for a 12-month build. There are exceptions for advisors at larger firms with a clear niche and budget runway. We figure that out on the call.
How much of my time does this actually take?
About 4 to 6 hours per month after the foundation phase. One monthly planning call, one mid-month check-in, two strategy calls, plus the actual COI meetings and content interviews. Everything else (building, writing, automating, optimizing) happens in the background.
Do you work within compliance constraints?
Yes. Every asset gets reviewed against your firm's compliance requirements before it ships. I've worked across SEC, broker-dealer, and RIA compliance setups, including Smarsh archiving and conservative reviewers. Compliance isn't an obstacle, it's a constraint we design around.
Who owns the work you create?
You do. Anything I build for you is yours the moment it ships, with full transfer of rights. That includes assets, automations, scripts, and funnels. If we ever stop working together, you walk away with a fully working system, not a leased setup you lose access to.
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