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. You built your practice by serving clients, not writing content calendars. That part is my job.
· 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 I WORK
You run the practice and keep your clients happy.
I'll run the marketing to grow your business to the next level.
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
I've sat on your side of the table
Before I ever crafted a marketing plan, I spent years as a financial advisor, crafting financial plans. I earned the CFP® certification and still keep it current. So when I moved into marketing, I wasn't studying your world from the outside; I'd lived in it.
Since then, I've been helping other financial advisors grow — building the search visibility, content engines, and messaging behind firms ranging from independent RIAs to billion-dollar, acquisition-driven practices. I've turned unfocused websites into 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 agency: the strategy and leadership of their marketing.
Today I serve as the fractional marketing leader for a small number of growth-focused advisory firms, and teach financial advisors about marketing and AI search visibility.
If you have real growth ambitions for your firm, I'd love to help you get there — while you stay focused on the work only you can do.
Simona Ondrejkova, CFP®
From the blog
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