Virtual CMO Solutions

For advisors who have built exceptional firms, but your marketing doesn’t demonstrate it. Home of the Virtual Interview Model for video-first advisor marketing.

Keep reading for the monthly marketing partnerships we offer for financial brands.

You know what you want to say. Choose your system for making it heard.

Leverage our Virtual Interview Models to start with real conversations — then turn those into trust-building marketing across every platform.

Content Suite

Develop a digital brand that represents the excellence and personal connection your clients experience. Scale your digital presence with shareable content.

Starting at $1,700/m

  • Monthly Strategy Calls + Reporting

  • Monthly Virtual Interviews

  • Biweekly Blogs + Newsletters

  • Two Social Posts Per Week

  • Live KPI Dashboard

  • COI Marketing Campaigns

  • Weekly email check ins

Add to Your Strategy

Full Distribution - $500/m: Once content is approved, our team distributes all the content we create together.

Additional Brands – $500/m: Add as many personal brands as you’d like to get the most mileage out of your content. Distribution is included when selected.

Campaign Suite

Everything in Content Suite, but with a robust campaign + funnel approach to develop a robust pipeline of new opportunities.

Starting at $2,700/m

  • Quarterly Lead Magnet Campaigns

  • Proactive Outreach Campaigns

  • Cross Promotion Support for COIs

  • Advance Funnel KPI Dashboards

  • Landing Pages

  • Email Nurturing Campaigns

Add to Your Strategy

Full Distribution - $850/m: Let our team do the heavy lifting of all your content distribution, including deploying and optimizing your lead funnel campaigns.

Additional Brands – $500/m: Add as many personal brands as you’d like to get the most mileage out of your content. Distribution is included when selected.

Robust Support for Growth-Focused Brands

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Robust Support for Growth-Focused Brands 〰️

Premium Content Creation

For firms building a premium presence, we offer upgraded production tracks like podcasting and professional filming sessions. These aren’t just upgrades in polish — they’re upgrades in how your brand shows up: more refined, more strategic, and built to carry your reputation further. Perfect for deepening trust, showcasing leadership, and creating content that opens doors.

Professional Video Days

  • For brands that value premium production quality, our in-house professional film team comes to you and creates months of professional video content in a single session.

    Strategic Planning. Our team maps out the topics you want to capture in your session–about 20 topics per 2 hours of filming.

    Production Day. Enjoy an interview-style format where you share your best stories, reflections, and insights.

    COI-Friendly. Invite high-value COI relationships to participate in an interview, and equip them with content they're proud to show their clients and contacts. (Free for them)

  • Our monthly Virtual CMO clients enjoy massive discounts due to no editing fees! That means you can get professional film sessions in the most efficient format possible.

    • $1,750 - 2 Hour Session

    • $2,500 - 4 Hour Session

    • $3,000 - 6 Hour Session

    This pricing is only for monthly Virtual CMO clients. Our film days are available with a full editing fee on a project-only basis.

Podcasting

  • Investment: $1,750. We help you strategize, build, and accelerate your launch.

    • Naming + Branding

    • Topic Planning

    • Cover Art

    • Descriptions

    • Intro + Outro Audio Bumpers

    • Licensed Music

    • Distribution Set Up

  • Pricing. Per-episode pricing. $350 for audio-only shows. $450 for video-first shows. Distribution is included when you are on a monthly distribution scope.

    Production. From planning to production, our team supports the entire process. Your role? Dialogue through topics you’re passionate about.

    Marketing. Our team integrates your podcast into your big-picture strategy to help drive your most important marketing objectives.

Advanced Strategic Onboarding

Before we create content, we make sure your foundation can support it.

That’s what our Advanced Strategic Onboarding process is for. We revisit your core messaging, get razor clarity on your ideal prospect journey and align your marketing systems — so that when people find you, everything feels consistent, clear, and reinforces the business you’ve created.

One-time Launch Project: $2,500

Brand Messaging Guide

Social Media Profile Refresh

Welcome Nurturing Sequence

Testing of Key Web Pages and Forms

Integration of Prospect Scheduling (when permitted)

Email CRM Review