Virtual CMO For RIAs

We help financial advisors create predictable conversations with their ideal clients.

Virtual CMO For RIAs

We help financial advisors create predictable conversations with their ideal clients.

“Stopping advertising to save money is like stopping your watch to save time.” – Henry Ford

How does it work?

We partner with advisors like you to build a sustainable and scalable marketing strategy for your practice that produces predictable AUM and revenue. We do this by focusing on the three core activities it takes to produce consistent results.


Identify your ideal client

First we dive in and learn who your ideal client is and we meet them where they spend the most time online.


Attract your ideal client

Once we find your ideal client we invite them to engage with you using an irresistible offer that speaks to them.


Convert your ideal client

Using the power of video and persuasive copy we invite your ideal client into your funnel and voila! They become a real client.

Two awesome plans

Whether you need online lead generation or you're looking to fill up your seminars, we have a plan for you. 

Need one on one help?

Check out our consulting

Seminar Marketing

Flat fee pricing for monthly seminars


+ $500/set up

* Ad spend not included

We do all of the work and you show up, do your presentation and book appointments.


  • Host up to 4 seminars each month
  • You own the funnel
  • We use your branding
  • Automated confirmations
  • Automated SMS reminders
  • Real time RSVP notifications
  • Human call confirmations
  • Customized to fit your needs

Learn more

Automated Marketing Funnels

Identify, attract & convert leads into clients


+ set up (varies)

* Ad spend not included

We offer a variety of funnels designed to generate leads online.


  • Appointment Funnel
  • Webinar Funnel
  • Lead Generation Funnel
  • Engagement Funnel
  • Quiz Funnel
  • Retargeting Funnel

Learn more

Check out our blog

Insights + actionable tips

50+ advisors love us!

A few kind words from some of our partners.

Jude Wilson
Wilson Group Financial
"Our firm has worked with Chris for a couple months now and we are extremely grateful for his expertise and insight."
Aaron C.
Financial Advisor
"Prospect quality has been excellent in my first couple of workshops, where I spent maybe $2,500 in advertising and closed over $1,000,000 in annuity premium." 

We're here to help

Schedule a call to learn more about how we can help you get more clients.

Download our seminar marketing guide!