Summit Fractional CMO

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amy1111._interior_of_a_high_end_wealth_mangement_office_with_pe_005262a2-01f7-4449-acdf-a11b3da82457.png

Summit Fractional CMO

$4,500.00 every month

Welcome to Select Advisors Institute!

Our Outsourced CMO package is designed to provide a complete transformation of your firm’s marketing, branding, and sales strategies. We take a comprehensive approach, starting with a discovery phase to identify your specific needs and goals. From there, we craft a Priority Action List (PAL) of 20 tailored deliverables to execute over 12 months, ensuring every action is impactful and aligned with your firm’s growth objectives.

What You Receive:

1. Discovery and Audit

We begin with an in-depth discovery process and audit of your current marketing, branding, and sales efforts. This phase lays the foundation for crafting your customized 20-item Priority Action List (PAL).

Your Priority Action List (PAL) Deliverables

After the discovery and audit phase, we will finalize a customized list of 20 deliverables based on your firm’s unique needs. These deliverables will be executed over the course of 12 months and can include, but are not limited to:

Branding and Messaging Development

  • Comprehensive brand guides (20-50 pages) that include messaging, tagline, mission statement, tone, and voice.

  • Refinement of your firm's value proposition, "why," and competitive differentiators.

  • Development of client-facing materials, such as brochures and pitch decks.

Website Design and Optimization

  • Full website redesign or enhancements to improve functionality, user experience, and conversion rates.

  • Advanced SEO strategies to rank for targeted long-tail keywords.

  • Integration of analytics tools for ongoing performance tracking.

Content Creation and Marketing Execution

  • Weekly SEO-driven blogs, newsletters, and white papers tailored to your audience.

  • Social media content creation, including individual posts for up to three team members.

  • Video production: Recording support, editing, and post-production.

  • Podcast creation: Research, guest outreach, recording, and publishing.

Sales Process Development and Coaching

  • Development and refinement of B2B and B2C sales processes.

  • Structuring a clear client journey, from initial contact to onboarding.

  • Coaching for sales teams to improve lead conversion and engagement.

  • Creation of email templates, call scripts, and follow-up processes for client outreach.

Client Experience Enhancements

  • Streamlining client onboarding processes for a professional and seamless experience.

  • Designing tools and portals to improve client communication and engagement.

  • Implementing workflows and systems to enhance client retention.

Operational and Process Enhancements

  • Audit and refinement of internal marketing workflows for greater efficiency.

  • Building templates and guides for recurring marketing activities.

  • Identifying gaps and creating processes to ensure consistency in execution.

  • Training for team members on best practices for content, branding, and client interaction.

Public Relations and Thought Leadership

  • Media outreach to secure placements in prominent publications like Forbes and Barron’s.

  • Development of press kits, thought leadership articles, and executive profiles.

  • Planning and execution of webinars and industry events to elevate visibility.

Custom Design and Event Support

  • Professionally designed materials such as brochures, presentations, and event handouts.

  • Planning and promotion of events, including invitations and digital marketing campaigns.

Analytics and Performance Monitoring

  • Google Analytics setup and ongoing monitoring of marketing performance.

  • Monthly reports on key metrics, including content performance, website traffic, and SEO rankings.

Package Terms

  • Commitment: A 12-month contract, transitioning to month-to-month upon completion.

  • Upon completion of the 12-month term, the contract will automatically transition to a month-to-month engagement unless a new contract is signed.

  • Month-to-month engagements require a 30-day written notice for cancellation.

  • Payment Terms of Month to Month: $4,500 per month, with a binding obligation for the full 12-month term.

  • Revisions: Up to three rounds of revisions per deliverable.

  • Expedited Delivery: Option to prepay for remaining months to accelerate deliverables.

Why Choose This Package?

This Outsourced CMO package offers a fully customized and comprehensive solution to your marketing, branding, and operational challenges. By addressing process improvement, team coaching, and content creation, we deliver tools and strategies that not only elevate your firm’s brand but also create lasting operational efficiencies.

Get Started!

I: Your first payment of $4,500 will be considered your agreement to the full terms of this contract. Execution of this contract will deliver to you:

  1. 20 Priority Action List (PAL) Items over the course of 12 months. Discovery, Research, and Audit are NOT included in the 20 PAL Deliverables, meaning they don’t take away from your 20 deliverables.

    • The final list of the first 20 Delivery Items for the first 12 months will be finalized within the first 60 days of this contract’s execution (assuming we remain on schedule and feedback is provided in a timely manner).

    • Larger deliverables, such as a complete website redesign, may require the use of multiple PALs (e.g., 4-5 PALs depending on the scope).

    • Some of the essential PALs that will be part of the 20 PAL list will begin during the research phase.

  2. These Priority Action List Items can address all divisions of your firm or focus on key areas (e.g., wealth management, tax, or investments).

  3. Examples of Possible PAL Deliverables Include, but Are Not Limited To:

    • A comprehensive 20-50 page brand guide with revised messaging, tagline, mission statement, tone, and voice.

    • A one-, three-, or five-year marketing plan aligned with your firm’s goals.

    • Sales process development: B2B and B2C strategies, group coaching, and individual coaching.

    • Complete website redesign with SEO optimization.

    • Brochures, leave-behinds, PowerPoint presentations with design and copywriting.

    • Original blogs, including research, writing, and editing.

    • Newsletter design and content creation.

    • Customized social media content tailored to your target audience.

    • Video production: Assistance with recording and full post-production editing.

    • Podcasts: Research, guest invitations, editing, and publishing.

    • Public relations outreach to secure features in Forbes, Barron’s, and other prominent outlets.

    • White paper reports and ghostwriting.

    • Ad copy development for compelling and engaging campaigns.

    • Coaching for your team around marketing, client experience, and/or sales.

    • Sales process structuring and enhancement.

    • Client experience improvements, such as onboarding and portal design.

    • Anything else within the umbrella of marketing, sales, and client experience.

  4. Your payment includes:

    • All labor, creative work, and platform charges (e.g., hosting the website during the engagement or tools recommended by Select Advisors Institute).

    • Exclusions: Costs for printing, advertising, photography, in-person videography, and venue space for events.

  5. Revision Policy:

    • Each deliverable includes up to three rounds of drafts. Requests beyond the third round (unless for factual corrections) may count as a new PAL.

    • You agree to send us your feedback and input within a timely manner of no more than one week in order for us to adhere to the 12 month time frame of completing the 20 PAL items.

  6. Third-Party Collaboration:

    • Select Advisors Institute reserves the right to engage vetted vendors and specialists to ensure high-quality outcomes for public-facing, non-confidential deliverables.

  7. Timeline:

    • The 20 PAL deliverables will be completed within 12 months. Items will be spaced and prioritized to align with your firm’s goals and provide tangible results as work progresses.

    • Expedited delivery is available by prepaying the remaining balance of the contract, allowing us to fast-track deliverables.

II: Pricing and Payment Terms

  1. Monthly Fee: $4,500 per month, billed on the same date as the initial payment on a recurring basis.

  2. Payment Obligation:

    • By making your first payment, you agree to a binding commitment for the full 12-month term.

    • Upon completion of the 12-month term, the contract will automatically transition to a month-to-month engagement unless a new contract is signed.

    • Month-to-month engagements require a 30-day written notice for cancellation.

    • Payments are non-refundable and non-cancellable, regardless of changes in your needs or circumstances.

  3. Early Termination:

    • If you seek to terminate the agreement early, the full balance of the remaining term becomes due immediately upon notice of termination.

  4. Credit Card Policy:

    • If your credit card information changes, you must update it within 24 hours to avoid a penalty of 10% per day for delays.

III: Confidentiality

The parties agree to protect and maintain the confidentiality of proprietary and sensitive information shared during this engagement. This includes trade secrets, marketing strategies, client data, and intellectual property. Confidentiality obligations will remain in effect after the termination of this agreement.

IV: Legal Terms

This agreement is governed by the laws of the State of California. Any disputes will be resolved exclusively in the courts of Orange County, California.

The best financial advisors understand that ongoing growth requires more than just technical expertise—it demands leadership, communication skills, and the ability to navigate complex client relationships. An executive coach specializing in financial advisors helps professionals refine these skills, ensuring they can effectively articulate their value, build trust with clients, and lead their firms to long-term success. Select Advisors Institute offers tailored coaching that equips advisors with the mindset and strategies needed to excel in a competitive market.

One of the key benefits of working with a top-tier coach is accountability. Even the most experienced advisors can fall into patterns of inefficiency, losing focus on business development and client engagement. A coach provides structured guidance, keeping financial professionals aligned with their goals while identifying blind spots that may be holding them back. With Select Advisors Institute’s executive coaching, financial advisors receive personalized strategies designed to maximize productivity and accelerate business growth.

Beyond business strategies, coaching also helps financial advisors develop a resilient and success-driven mindset. The ability to manage stress, overcome challenges, and maintain confidence in high-stakes situations is what separates the best advisors from the rest. Through proven coaching methodologies, Select Advisors Institute empowers financial professionals to lead with clarity, adapt to industry changes, and stay motivated, no matter the obstacles they face.

For financial advisors who want to attract high-net-worth clients and scale their firms, investing in the right executive coaching program is a game-changer. The best coach for financial advisors is one who understands the nuances of the industry and provides actionable insights tailored to each advisor’s strengths and business model. Select Advisors Institute has helped countless financial professionals unlock their full potential, strengthen client relationships, and position themselves as top-tier advisors in their field.

Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.