Who is Your Chief Marketing Officer? Get Busy!
As a financial advisor you wear many hats. CEO, COO, CFO, and financial advisor are all fairly routine for you within your solo, partnered, or LLC practice. Yet, the most important C-suite title that gets the least attention but — more than the other titles — leads to your business success is CMO (Chief Marketing Officer).
The good news is there are many very capable and experienced third-party organizations you can outsource your CMO duties to. Make sure they are well established, have experience in the financial services industry, have credentials and references, represent products and services that are proven and, most importantly, they consider your success as being vital to their success.