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Writer's pictureCharlie Van Derven

Why Your RIA Needs a Fractional CMO: Don’t Get Left Behind


Financial Services is rapidly evolving, and for Registered Investment Advisors (RIAs), the competition has never been fiercer. Larger firms are pouring significant resources into marketing and branding, leveraging executive-level Chief Marketing Officers (CMOs) to steer their strategies. Unfortunately, for smaller RIAs, the costs associated with hiring a full-time CMO often make this expertise feel out of reach.


The harsh reality? Firms without access to high-level marketing guidance risk being overshadowed, ignored, and ultimately left behind.


The Growing Divide in RIA Marketing

Larger RIAs are setting the bar high. They’re implementing comprehensive content strategies, leveraging marketing automation, and running personalized campaigns to attract and retain clients. Meanwhile, smaller firms struggle to keep pace, often relying on outdated or ad hoc marketing efforts that don’t resonate in today’s digital-first world.

It’s not that smaller firms don’t understand the value of marketing—it’s that they lack the resources to afford full-time, executive-level talent.


The Fractional CMO: A Game-Changer for Small and Mid-Sized RIAs

Enter the fractional CMO. This innovative solution offers RIAs the opportunity to tap into the expertise of a seasoned marketing leader at a fraction of the cost of a full-time hire. Here’s how a fractional CMO can make a difference for your firm:

1. Executive-Level Strategy Without the Executive-Level Price Tag

A fractional CMO brings years of experience in high-level marketing strategy. They’ll work with you to develop a comprehensive marketing plan tailored to your firm’s unique needs—without the six-figure salary and benefits package of a full-time CMO.

2. Focus on Growth

With a fractional CMO, your firm can focus on what truly drives growth: strategic branding, lead generation, and client retention. These professionals have the insights and tools to help you build a scalable marketing engine that delivers results.

3. Agility and Flexibility

Fractional CMOs are perfect for firms that need top-tier expertise on a part-time or project-based basis. Whether you need someone to guide your marketing efforts for a few months or a few days a week, you can tailor the arrangement to fit your goals and budget.

4. Level the Playing Field

A fractional CMO helps smaller firms compete with larger players by providing access to cutting-edge marketing strategies and technologies. They ensure you’re not only keeping up but also standing out.


The Cost of Doing Nothing

The truth is, the gap between firms investing in marketing and those that aren’t is widening. Without the right expertise, your firm may struggle to attract new clients, retain existing ones, and differentiate itself in an increasingly crowded market.

The good news? You don’t have to go it alone. A fractional CMO can provide the leadership and strategy your firm needs to thrive—without breaking the bank.


Ready to Take the Next Step?

Hiring a fractional CMO is about more than just saving money; it’s about investing in your firm’s future. Don’t let limited resources hold you back from achieving your growth potential. The expertise you need is within reach.


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