Digital Chief Marketing Officer Registration (Financial Advisors Only)

Digital Chief Marketing Officer Registration (Financial Advisors Only)

This form is to sign up for our Digital Chief Marketing Officer program. Minimum 6-month commitment required.

This group is limited to 10 offices. Entry into the group is not guaranteed based on space and geographic conflicts with others in the group.

Each month we will have implementation webinars and guided help weekly from my team.


  • Price: $3,000.00

    Price listed is monthly for 6 month minimum contract. Limited to 10 offices.

    What is included:
    - Initial, in-person strategy session outlining goals and expectations for the year.
    - Create and present the 6-month marketing plan and strategy
    - Determine and track weekly KPIs and benchmarks
    - Set marketing goals and objectives
    - Plan, implement and manage marketing strategy
    - Contribute to the overall growth of the company
    - Review and manage content marketing strategy
    - Keep the marketing budget in check
    - Use data and reports to make evidence-based decisions
    - Analyze company's marketing strategy and suggest improvements
    - Stay up to date with the latest technology
    - Stay up to date with the latest best practices
    - Design, plan and execute effective marketing campaigns
    - Weekly coaching calls with our marketing team and your marketing team to iron out any issues
    - Marketing staff & owner held accountable for goals to be met
    - Two tickets to the 2020 Social Media Refresher in Orlando in September included































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