Fractional CMO Consultant

We are looking for an experienced marketing strategist to serve as a Fractional CMO Consultant on an as-needed advisory basis. This is a pure consulting and advisory role. You will assess, analyze, and advise. Our internal team will handle execution. You will review what we are currently doing across brand, marketing, and client acquisition, identify gaps and opportunities, provide specific strategic recommendations, and produce key strategic documents that guide our execution. The ideal consultant has deep experience marketing professional services firms, specifically in financial services, M&A, business brokerage, exit planning, wealth management, or adjacent advisory sectors. You understand how experienced business owners think, how they make decisions, and what builds trust with them. You know the difference between marketing a service business and marketing a product or SaaS company. Your advisory engagement will cover the following areas. Within each area, your role is to assess our current approach, identify what is working and what is not, and provide specific, actionable recommendations that our team can execute. Marketing & Client Acquisition Audit In your first engagement, you will conduct a comprehensive audit of our current marketing and client acquisition approach. Client Acquisition Funnel Strategy You will advise on the design and structure of our client acquisition funnel across all three audience types: Business owner sellers, Business buyers & Exit planning retainer clients Brand Positioning & Messaging Framework You will advise on how we position ourselves and the founder's personal brand in the market. Inbound Lead Generation Strategy You will advise on the most effective inbound channels and tactics for generating qualified leads given our stage, budget, and audience.