FRACTIONAL CMO FOR ADVISORY FIRMS
A fractional CMO who's sat in the advisor's chair.
I'm Simona Ondrejkova, CFP® — a former financial advisor who now leads marketing strategy for growth-focused RIAs and advisory firms. I'm the strategy and leadership layer that makes sure your marketing actually produces clients, not just activity.
· CFP® professional ·
Former financial advisor ·
Works with SEC registered financial advisory firms
· CFP® professional · Former financial advisor · Works with SEC registered financial advisory firms
THE PATTERN
Why your marketing spend isn't producing clients
After years inside advisory firms — first as an advisor, then leading their marketing — I see the same three gaps at almost every firm that's "doing marketing" but not growing from it.
01
Traffic with no funnel
Impressions climb, rankings improve — and the phone stays quiet. Without a path from attention to conversation, marketing is a report, not a result.
02
Everyone is the audience
When a firm won't choose who it's for, its message is for no one. Focused positioning isn't narrowing your firm — it's sequencing your growth.
03
Vendors, but no strategy layer
Your SEO firm, ad agency, and content people each optimize their own lane. Nobody owns the question that matters: what should all of this add up to?
HOW IT WORKS
You run the practice and keep your clients happy.
I'll make sure you have a solid marketing system to take your practice and AUM to the next level.
As a fractional chief marketing officer for financial advisory firms, I take ownership of your marketing strategy, lead your marketing team (whether in-house or outsourced), and ensure you get the results that grow your practice consistently without wasteful spending.
Senior marketing leadership without the full-time hire — for established firms that are serious about growth. Two ways we can work together:
Fractional CMO
For $1B+ AUM advisory firms already investing in marketing — with no one leading it
You have the execution covered: in-house marketers, agencies, real budget. What's missing is the leadership and strategy layer. I join your team part-time and own the strategy, direction, and accountability that turn all that spend into growth.
Marketing strategy tied to your firm's growth goals
Direction and accountability for your in-house team and vendors
A defined audience, message, and client-acquisition funnel
One senior owner for every marketing decision
Reporting on outcomes, not activity
Marketing Advisory
For firms with a team that needs senior direction
Your marketing has hands — it needs a head. I advise your team or in-house marketer on strategy, positioning, and priorities on a lighter cadence.
Quarterly marketing strategy and roadmap
Monthly advisory session with your team
Review of campaigns, positioning, and spend
On-call judgment when decisions come up
ABOUT SIMONA ONDREJKOVA, CFP®
I've sat on your side of the table…
Before ever crafting a marketing plan, I spent years crafting and presenting financial plans to hundreds of families as a financial advisor. I earned the CFP® certification and still keep it current — so the marketing we create for clients stays aligned with the latest industry knowledge and compliance standards.
So when I moved into marketing, I’d already lived in your world… understanding what it takes to run a practice, to keep clients happy, and do the work to keep a steady pipeline of qualified prospects that will become your ideal new clients.
Now I help other financial advisors and advisory firms grow. I've built the strategy, search and AEO visibility, content engines, and messaging behind firms ranging from smaller independent RIAs to billion-dollar, acquisition-driven practices. I've turned unfocused websites into clear, client-facing positioning and helped firms show up where their next clients are actually looking — including, now, AI search.
That's why large advisory teams trust me with something they'd never hand a generic marketing agency: the strategy and leadership of their marketing.
Today I serve as a fractional marketing leader for a small number of growth-focused advisory firms, and I teach financial advisors about marketing and AI search visibility.
If you have real growth ambitions for your firm and a genuine commitment to serving your clients well, let's talk about how I can help you get there.
“We brought Simona on board just ahead of launching our independent RIA, and it's hard to overstate how much smoother she made that transition. She built a well-organized communication plan that kept our clients informed and reassured at every step, which was invaluable during a move that could easily have created confusion. She has been easy to work with, and beyond the transition itself she's strengthened our online presence and helped us build a brand that reinforces the trust we have worked hard to earn with our clients.”
Caleb Smoes, CExP™, LifeWise Wealth Advisors
From the blog
Just starting out with marketing your financial advisory practice online?
Start with the blog and keep an eye out for an online marketing for financial advisors course COMING SOON!
Are you tracking the right marketing metrics?
Review this financial advisor marketing checklist to ensure you’re hitting all the right marketing metrics to achieve your desired business growth.