Joel Crampton

Fractional CMO ● Author of Trailblazing Growth ● Growth Partner for Financial Advisors, RIAs & FinServ Firms ● Marketing That Scales AUM & Revenue ● Strategy + Leadership + Execution

🔹 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗟𝗲𝗮𝗱𝗲𝗿 𝗳𝗼𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀, 𝗥𝗜𝗔𝘀, 𝗙𝗶𝗻𝗧𝗲𝗰𝗵𝘀 | 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗗𝗶𝘀𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗜𝗻𝘁𝗼 𝗠𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 Most advisory firms don’t struggle because they lack effort — they struggle because marketing feels disjointed, inconsistent, and impossible to measure. 𝗬𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲 𝘁𝗵𝗲𝘀𝗲 𝘀𝘆𝗺𝗽𝘁𝗼𝗺𝘀 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺: ● You’re investing in websites, ads, and content… but can’t prove ROI. ● Growth depends too heavily on referrals or chance introductions. ● Marketing feels reactive — busy, but not strategic. ● You’ve hired vendors or agencies, but no one owns the bigger picture. ● Despite good intentions, marketing keeps falling to the bottom of the list. That’s where I come in. As the founder of CMO/Alpha, I partner with financial advisors, RIAs, and wealth management firms as their Fractional Chief Marketing Officer — providing strategic direction, leadership, and systems that turn marketing from a cost center into a consistent growth engine. With over 20 years of experience leading marketing for financial firms, I help translate your business goals into actionable marketing that actually drives AUM growth. My focus is always on strategy first — then execution that’s measurable, compliant, and aligned with your firm’s identity. 𝗪𝗵𝗮𝘁 𝗜 𝗗𝗲𝗹𝗶𝘃𝗲𝗿 ● A clear, measurable marketing plan tied to firm growth goals ● A unified system for lead generation, nurturing, and conversion ● Leadership that aligns internal teams, vendors, and messaging ● Tools and reporting that prove ROI and guide smart investment ● Consistent visibility among your ideal clients and COIs 𝗧𝗮𝗿𝗴𝗲𝘁 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 ✅ Predictable pipeline growth and higher-quality leads ✅ Consistent marketing activity that builds brand credibility ✅ Clear accountability and performance metrics ✅ Renewed confidence that marketing is finally working If your firm has outgrown its ad hoc marketing — and you’re ready for strategy, structure, and sustainable growth — let’s connect.