FRACTIONAL CMO
Marketing
Leadership
for Wealth Management
I help wealth management and financial advisory firms get clear on who they are for, then build the system to go get those clients.
I work with owners and operators of wealth management firms at two moments: when an established firm's growth has stalled or become unpredictable, and when an advisor or team is going independent and building their marketing from scratch.
You're excellent at what you do. Your expertise is your profession, not marketing, and it doesn’t need to be.
With an established firm, I figure out what is actually happening and build the system to fix it. With a new firm, I help get the foundation right the first time, starting with who you are for and how to reach them. Either way, I manage the execution through my own bench of specialists, so you are not left running it on their own.
Who I Work With
Situations I See Most
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Something is wrong
A number is slipping and no one can tell you why. You're putting money and time into marketing, and it isn't bringing in new clients.
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Growth is unpredictable
Referrals come in, but not on a schedule you can count on. Some months are full and some are empty, and there's no system behind them to even things out.
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No foundation exists
You’ve never defined your ideal client or why they should pick you, so you sound like every other firm and referral sources can’t explain what you do.
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Going independent
You’re leaving a larger firm, and the brand, website, and client acquisition plan it gave you aren’t coming with you. Now you have to build all of it yourself.
What Clients Say
"Sodac Strategies' analysis gave us clarity into where our sales come from and how to improve them. The recommendations gave us clear, actionable advice on how to improve our marketing positioning and how we could remove barriers to sale. I would highly recommend Sodac Strategies."
— Steve Nunn, CEO, Post-Merger Integration Firm
"I was managing a boutique law firm and realized we needed marketing strategy and biz dev. I'm big on structure, engagement and execution. LeighAnna provided all three. I've since moved on to a firm that is much bigger. Guess who my first call was when I assessed the current state there and realized we needed to reorganize and refocus? Yes. Her."
— Dave Marston, COO, Law Firm