Marketing Leadership
for Wealth Management
FRACTIONAL CMO
I help wealth management and financial advisory firms get clear on who they are for, then build the system to go get those clients.
Who I Work With
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.
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.
Ways to Work Together
The Marketing Diagnostic
For firms where something is wrong or growth has stalled.
A 30-day structured assessment of positioning, sales process, marketing channels, and data. You leave with a findings report with the real diagnosis and a sequenced 90-day roadmap with named owners.
The Marketing Foundation
For firms that need to build before they can create momentum.
Positioning and value proposition, ideal client profile, messaging architecture by audience, go-to-market direction, website and collateral alignment guidance. You leave with a clear definition of who you serve, messaging for each audience, and a go-to-market direction your team or website designer can build from.
Ongoing Marketing Direction
For firms ready to execute with senior strategic leadership.
Strategy and quarterly planning, vendor and agency oversight, dashboards and scorecards, monthly performance reviews, channel testing, annual planning. What you get: a senior marketing leader running the plan, managing your vendors, and reviewing results with you every month.
Results
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2X Revenue in One Year, $5M to $10M
WEALTH MANAGEMENT
Inorganic acquisition pipeline ran dry with no demand generation to replace it. Launched demand generation channels (affiliates, search, paid social), built bottoms-up forecasting by source, and optimized nurture and sales enablement. Revenue doubled from $5M to $10M inside the year. Website redesign alone drove 11% more leads.
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$900K Annual Revenue Added at Flat Spend
ALTERNATIVE ASSET MANAGEMENT (REAL ESTATE)
Merged marketing, CRM, and operational data into centralized reporting. Worked with internal and vendor teams to optimize lead sources, landing experiences and nurture streams. Conversion improved from 6.4% to 7.8%, worth roughly $900,000 in additional annual revenue while keeping spend flat.
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+25% Revenue Growth Year Over Year
BOUTIQUE LAW FIRM
Found that most high-value cases came from referral partners, treated as keeping in touch rather than an acquisition channel. Cut consumer media spend, ended a $20,000/month agency relationship, rebuilt positioning and assets for professional referral audiences. Revenue reached ~$2.8M, up ~25% year over year.
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
About Leigh Anna
Before I started Sodac Strategies in 2024, I led marketing teams and functions at Walgreens, Groupon, and Facet, a national wealth management firm, where I ran growth, lifecycle, and product marketing teams.
Today, I keep my client list small on purpose, so every firm I work with gets my full attention. I start with the data to find what is actually driving growth, and I bring a generalist's range across marketing. When the work calls for a specialist, I find the right one and manage them for you, so you get senior direction and the hands to get it done without running it all yourself. If any of this sounds like where your firm is right now, I'd love to talk.
Let’s talk about where your firm is today
Book a short call. Tell me what is going on with your growth, and we will figure out together whether I am the right fit to help.