Outsourced Chief Marketing Officer (CMO) for RIA Firms

Outsourced Chief Marketing Officer (CMO) 2021-01-15T01:06:12+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 an outsourced CMO, she can help your firm in a variety of ways:

  • Provide a market-based perspective to make your vision a reality
  • Create a customized marketing strategy and program to achieve your goals
  • Flawlessly manage the implementation of her recommendations

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.