Strategic Marketing Leadership Tailored to Your Industry

 

As a seasoned Fractional CMO, I bring 20+ years of C-suite marketing experience to three distinct sectors—each with its own challenges, goals, and opportunities. Whether you're looking to drive CE/WD enrollment, accelerate startup funding, or recruit top financial advisor talent, I deliver clarity, strategy, and execution—without the overhead of a full-time CMO hire.

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Core Services 

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• Marketing Audit

  • Marketing planning without a prior audit is guesswork and waste. It is essential.

• Strategic Marketing Planning

  • Define objectives, brand positioning, and go-to-market strategy. I use the SOSTAC model.

• Brand Development & Messaging

  • Develop brand identity statement; clarify the value proposition; build brand trust.

• Campaign Planning & Execution

  • Multi/omnichannel tactical execution: digital, traditional, and event-based.

• Marketing Team Leadership (Interim or Part-Time)

  • Hire, train, and manage in-house or outsourced teams.

• Performance Metrics & ROI Reporting

  • Tie marketing efforts to business KPIs.

 

 

Target Audiences

 

I provide fractional CMO services to three primary audiences:

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• Higher Education

  • I help executives managing higher education continuing education and workforce development programs increase brand awareness, boost enrollment, nurture community outreach, and turn corporate relationships into WD training revenue.  

• Early-Stage Startups 

  • I help founders of early-stage startups (pre-seed and seed) generate high brand visibility, build new investor interest, increase business development opportunities, secure LOIs, support nascent sales efforts, and, most importantly, get on track to Series A!

• Independent Broker/Dealers 

  • I help CEOs of independent broker/dealers boost brand awareness, increase advisor recruiting and retention, improve home office culture, and increase revenues.