Outsourced Chief Marketing Officer (CMO) for RIA Firms

Outsourced Chief Marketing Officer (CMO) 2024-09-08T18:01:44+00:00

Tap into C-Suite marketing expertise
at a fraction of the cost of a full-time executive

Whether you plan on growing your RIA firm organically or through acquisition, you’ll need marketing leadership and expertise to successfully realize your mission.

While most firms don’t need a marketing executive on a full-time basis, many can still benefit from the services of a highly knowledgeable, capable, and experienced marketing expert who can translate your vision into an actionable plan.

Ani Yessaillian provides a select group of RIAs, who are not in direct competition with each other, with outsourced CMO services. In this capacity, she provides a practical and efficient way for RIA firms to “rent” expertise and talent instead of hiring a full-time professional.

As a fractional CMO, she can help your firm in a variety of ways:

She also advises you and your executive team on major initiatives, conducts strategy sessions, and provides coaching to cultivate the leadership and business development skills of your next-generation talent.

All engagements are custom designed based on an assessment of your needs and goals.

Contact Ani to set up a conversation about how your firm could benefit from an outsourced CMO.