Fractional Chief Marketing Officer (CMO) Services

The Financial Advisor Marketing Partnership for SusTAINABLE Growth

If you're a growth-focused financial advisor looking to build a predictable, sustainable flow of new leads and nurture your long-term success, our Fractional CMO service is designed for you.

Here’s the reality:

You’ve built a strong, growing team.
And you know that predictable revenue is key to sustained growth.
But managing multiple vendors or an in-house team can lead to inefficiencies and added costs.

At Lexicon, we simplify your marketing by providing all the expertise you need under one roof, ensuring consistent and scalable results without the hassle.

We truly serve as a partner to you. Your success is our success, and we don't take that lightly.

Learn how it works with a free Strategy Session.

Book My Strategy Session now

What is a Fractional CMO?

A Fractional Chief Marketing Officer (FCMO) is a strategic marketing partner who provides expert leadership and execution, acting as an extension of your team. They manage everything from strategy to implementation, ensuring your marketing aligns with your firm’s unique goals—all without the commitment or cost of hiring a full-time CMO.

At this stage in your business, you shouldn’t be juggling your own marketing or piecing together solutions from various vendors. You should have a trusted partner you feel confident delegating these tasks to.

Why Choose Us?

Sustainable Growth + Short-Term Gains

We create marketing systems designed to deliver predictable, long-term success for your firm. But we also make sure you see measurable gains within months, not years.

Streamlined Solutions

All your marketing needs are managed by one expert team, eliminating inefficiencies and saving you time and resources. No more juggling multiple vendors or trying to piece together disjointed strategies.

Focus on Your Clients

While we handle the marketing infrastructure, you can focus on delivering exceptional service and growing client relationships. Together, we can grow your firm and enhance your client experience.

HOW IT WORKS: Our 5-Step Process

Step 1: Book Your 30-Minute Strategy Call

We’ll discuss your goals, challenges, and vision to determine if we’re a great fit and how we can help your firm grow.

Step 2: Receive Your Custom Proposal

After our call, we’ll send a tailored proposal outlining your strategy, recommended services, and pricing.

Step 3: Confirm Your Interest

To move forward, simply confirm via email. We’ll send your contract via DocuSign, outlining the scope of work (SOW), pricing, and timelines. You’ll also receive your invoice for the onboarding fee.

Step 4: Welcome Aboard! Onboarding

Once you’ve signed on, we’ll guide you through a four to six-week onboarding period. During this time, you’ll receive an onboarding packet to complete within the first two weeks. This ensures we have the time to set up your marketing infrastructure and foundational content efficiently.

We’ll also schedule recurring meetings, introduce you to our team of marketing specialists, and finalize your initial to-do list to kickstart your strategy. Onboarding sets the stage for a seamless transition into monthly implementation.

Step 5: Enjoy Your Monthly Done-for-You FCMO Service

After onboarding is complete, we transition into executing your customized marketing plan. This includes managing all aspects of your marketing strategy, monitoring and optimizing campaigns, and providing regular updates and analytics to ensure ongoing growth and success.

With the foundation in place, we’ll handle the day-to-day execution while you focus on what matters most: delivering exceptional service to your clients.

Interested in Learning More?

Schedule a complimentary Strategy Session today.

Worst case? You get a behind-the-scenes look at our system for free. We only charge for implementation and execution.

Add-Ons

Monthly

Lead Generation & Ad Management

$3,000/month

Amplify your reach and drive results, designed for financial advisors to target and engage potential clients. We develop, launch, and manage high-performing ad campaigns across major social media platforms, utilizing advanced targeting techniques and persuasive ad copy. $1,000/month minimum ad spend (not included in fee).

Social Media Management (SMM)

Starting at $1,200/month

Expand your digital presence with SMM for financial advisors seeking to build meaningful connections and engage with their audience. Our skilled social media team will create and curate compelling content, develop and implement a customized posting schedule, and monitor engagement across major social platforms. Benefit from our data-driven strategies and timely content to boost your brand awareness, foster client relationships, and elevate your practice.

Ongoing SEO Website Services

Starting at $1,200/month

Elevate your online visibility with Ongoing SEO Website Services, tailored specifically for financial advisors seeking sustainable growth and a competitive edge in the digital landscape. Our SEO experts will continuously analyze, optimize, and update your website content, architecture, and technical elements, ensuring peak performance in search engine rankings. Stay ahead of the curve with our proactive keyword research, competitor analysis, and performance monitoring.

ONe-time

Brand Story Messaging Playbook

starting at $6,000

Your comprehensive guide to crafting a memorable and impactful brand message. This one-time offer equips you with a powerful elevator pitch, one-liner, value prop, explanatory paragraph, plan outline, objection-handling strategies, step-by-step planning process, website headers, CTAs, and social media headlines. Take your playbook wherever you go, ensuring consistency and clarity in your messaging while working with designers, content writers, and developers to create a brand people will trust.

Brand Makeover

starting at $10,000

Best in class bespoke custom designed Wordpress website with up to 10 top menu pages hosted with super fast site loading speed, daily backups, free SSL and SSH, and bulletproof security. Website inbound marketing blog with first 4 blogs written, published and optimized for SEO includes 1x Pillar Post + 3x Topic Clusters. Creating and rebranding banners and alignment of top 5 social media channel profiles.

Custom Website & Copy

starting at $8,000

Experience a digital transformation with our Custom Website & Copy Package, created specifically for financial advisors aiming to stand out in the competitive financial landscape. Our expert team will design and develop a fully responsive, visually stunning, and user-friendly website tailored to your unique brand, complete with compelling, SEO-optimized copy that showcases your expertise and value proposition. Elevate your online presence, engage visitors, and convert prospects into loyal client

Custom Sales Funnel

$7,000

Maximize your conversions with a Custom Sales Funnel, meticulously crafted for financial advisors to attract and secure high-value clients. We design, implement, and optimize a tailored sales funnel that guides prospects through a seamless and persuasive journey, from initial awareness to becoming loyal clients.

Email Nurture Sequence

starting at $1,500-3,000

Deepen your client relationships and boost conversions with email. Our expert copywriters craft a series of personalized, persuasive, and value-driven emails that guide prospects through a tailored journey, from initial interest to becoming loyal clients. Capitalize on our data-driven strategies, compelling storytelling, and targeted messaging to nurture leads, enhance client communication, and fuel sustainable growth for your practice.

Complete Lead Magnet Copy & Design

Starting at $1,275

Attract and engage your ideal clients with a high-converting lead magnet. We design and write compelling content tailored to your target audience, capturing attention and delivering real value. Whether you're building your email list or converting leads into clients, our strategic approach combines creative design, persuasive copy, and proven tactics to drive results and grow your practice.

Social Media Profile Optimization

$750/page

Want to make a lasting impression? Our skilled team will revamp and optimize your social media profiles, enhancing your brand image, maximizing engagement, and expanding your reach. Take advantage of our expertise to unlock the full potential of your social media presence, attracting new clients and strengthening relationships with existing ones.

Custom Blog Post (600-900 words)

$400/article

Boost your online presence with a custom blog post tailored to your financial practice. Our experienced writers create engaging, SEO-optimized content that resonates with your audience. Whether you're educating clients or addressing trending topics, our blog posts help you connect, build trust, and drive organic traffic to your site.

10 Blog Bundle

$3,500

Our professional copywriters will create ten high-quality, SEO-friendly blog articles tailored to your unique brand and target audience, delving into relevant topics, industry trends, and insightful perspectives. Solidify your thought leadership, improve search engine rankings, and showcase your knowledge with engaging, informative content that distinguishes you in the competitive financial market.

On-Demand Webinar Set-Up

$5,000

Attract and engage high-value clients. Our expert team will create, set up, and optimize your pre-recorded webinar, providing a compelling and informative presentation that showcases your expertise and value proposition. Leverage the flexibility and convenience of on-demand webinars to impress and convert big-ticket clients, growing your practice like never before.

Advisor Coaching

In each one-hour session we will cover an aspect of content marketing you want to tackle. I'll share my expert knowledge, provide relevant resources, and offer technology recommendations to help you get started. Then, after our call, I'll send you a list of follow-up actions you'll take to get the ball rolling.

One-Hour Session

$425

Lexicon VIP Days

Finally nail down a content marketing strategy that moves the needle once and for all.

Tired of spinning your wheels? Posting to social media and writing emails with little to no progress?

This is a common problem for financial advisors. We understand how frustrating marketing your financial advisory firm can be.

But I will let you in on a secret: Marketing doesn’t have to be complicated. It should be simple, and it should work.

But without a solid foundation and trajectory mapped out, you’re going to continue feeling stuck.

What is a solid foundation?

It consists of three main components:

(1) An ironclad MESSAGE.

(2) An efficient STRATEGY.

(3) A sustainable IMPLEMENTATION PLAN.

Here's how we do it:

1) The Warmup Call: It all begins with a preparatory, 1-hr Zoom call with you and your top advisors. Think of this meeting as your warm-up. Here I can gather the information from you that I need to prepare for a successful VIP Day Session.

2) Auditing of Website, Social Media, and SEO: This is a deep audit of your current website, social media channels, SEO, and email marketing efforts to see where adjustments need to be made. We need to optimize your current infrastructure before rolling out your new plan.

3) Pre-VIP Day Collaboration: Between your Warmup Call and your VIP Day, you and your staff will be granted access to a virtual whiteboard where everyone can think about, digest, and pin their input for the messaging questions we will seek to answer during your VIP sessions. These include deep dive questions about who you serve, the problems you help them solve, and how you add value to their lives. Collaboration is not only a great way to improve buy-in from staff but makes sure the messaging we put together is truly robust and reflective of who you are as a firm. This exercise primes everyone for what is to come so no time is wasted during our VIP-day session.

4) The VIP Day: During a half-day intensive session, I guide your team through the process of nailing down your marketing message, marketing strategy, and implementation plan. When the VIP Day is through, you’ll walk away with a complete, ready-to-implement content marketing plan that will actually work.

5) Support: Of course, I expect that you’ll have questions after I leave, which is why two 30-minute coaching sessions are included in your VIP Day service (a $425 value). I am here to provide you the support you and your staff need to put your new marketing plan into action.

Your deliverables:

Messaging: Good marketing helps your audience memorize what you offer, which means you need to repeat the same language in the same way in all your marketing efforts. That’s why you will walk away with an ironclad value proposition, elevator pitch, and brand story for each sales funnel you have to help you streamline and brand yourself into your customer’s mind.

Value Proposition
Elevator Pitch
Brand Story for each sales funnel

Strategy: You receive a customized, 12-month content marketing strategy, which includes an interactive content calendar, content pillars, lead collection strategy, and lead nurture strategies.

12-month strategy
Quarterly content pillars
Lead collection strategy
Lead nurture strategy
Interactive content calendar

Implementation Plan: We also help you nail down exactly how the above strategy will be implemented from assigning the right staff member to the right role (so each step of the content marketing process is handled with care after I am gone) to a timeline about what should happen when. We also teach you which metrics to track to see what’s working and what’s not.

Staff role assignments
KPI tracking
Implementation Timeline

In-person or virtually?

For firms of five or fewer, your VIP Day can be done virtually over Zoom.

For firms over five, this service is best offered in-person.

Your investment:

$5,000, until March 2023 (plus travel expenses)

digital MARKETING FOR FINANCIAL ADVISORS done right