Not just more clients. More of your ideal clients.

How are you different from the 299,999 other financial advisors?

Most advisors are too busy to keep up a sustained marketing effort so they rely on generic, pre-packaged messaging. It’s a missed opportunity when there’s no strong brand to unify marketing and organically attract your ideal clients.

Without effective marketing out in the world delivering your unique message, prospects don’t have a compelling reason to book a call and it creates a frustrating cycle.

• The inability to scale with minimal growth and a dependency on client and COI referrals.
• Wasting time on discovery calls with prospects who aren’t the right fit.
• A stalled pipeline that causes anxiety about the future growth of your practice.
• Feeling like a commodity, struggling to show how you’re different from the advisor down the street.
• Working with clients who drain your energy, instead of ones who value your expertise and are a joy to serve.
• Generic marketing that doesn’t match your practice and feels like a chore you never have time for.

When you speak to everyone, you speak to no one. 

For the first half of my career, I was a strategic generalist, marketing everything from cruise lines to smart homes. I thought being able to market anything to anyone was a strength. The reality? It was exhausting. I was constantly context shifting, every problem posed something new to solve, and my own message was never truly sharp.

Then I discovered the power of focus. I realized specialization doesn’t mean turning down clients, it means helping the right clients find you.

After working with brands like Disney and Velcro, and then narrowing my focus to the world of wealth management, I codified this insight into a proprietary framework designed specifically for financial advisors. It’s called BrandAUM™,  a 1-to-1 process where we work together to build the four pillars of a magnetic practice:

♠

Brand

Uncover your authentic story, values, and expertise to build a brand that is 100% you. No more marketing that sounds like everyone else.

♣

Audience

Get crystal clear on the specific type of client you are uniquely equipped to serve. Attract the people you love working with who will value you the most.

♦

Uniqueness

Define and articulate the uniqueness in your approach, so prospects instantly understand why you are the only choice for them.

♥

Marketing

Translate your distinct brand strategy into an actionable, step-by-step marketing roadmap – from your website copy to your content – that consistently attracts your ideal clients.

Imagine a world where your marketing builds relationships for you. 

Picture a thriving practice where your marketing feels as personal as a face-to-face conversation. Where authentic marketing empowers you to build authentic connections at scale, turning prospects into clients and clients into advocates without ever feeling salesy.

The BrandAUM process will transform your marketing and empower you to create a practice that matches your vision. The BrandAUM Playbook includes:

• 1:1 Advisor Brand Strategy Workshop
• Bespoke Brand Positioning
• Ideal Client Profile
• Advisor ATM Audience Targeting Matrix
• Social Media Strategy

• 2026 Marketing Plan
• Quarterly Check-Ins throughout 2026
• BrandARC Content Roadmap
• AI Prompt Package
• Invite to join the BrandAUM Advisor Group 

There are 8 spots remaining in Q4 so secure yours now and set yourself up for a successful 2026. Start by scheduling your complimentary Strategy Call today.

Build your advisor brand & start attracting your ideal clients. It all starts with a call.

In our 25-minute conversation, we will walk through the full process, diagnose your current marketing challenges, and identify any immediate opportunities. There’s no hard sell. Just a strategic conversation to see if we can help you build the practice you’ve always wanted.

*A quick note on price ⇒ The investment level is set to be in line with a single flat-fee financial plan, so your ROI is one client away. 

CAMO Marketing for Firms & Advisors

CAMO (Chris Austin Marketing Officer) also serves as a fractional CMO to wealth management firms, family offices, and individual advisors, and holds expertise in high-converting websites, effective marketing strategies, content creation and distribution, social media, and recruitment marketing funnels. (All compliance friendly, of course.)

BrandAUM Group Workshops

We can work through the BrandAUM process on-site and in-person with a small group format of 4-6 advisors. Through a half-day workshop, we’ll reveal the personal brands of the cohort, identify target audiences, find each advisor’s unique approach, and lay the foundation for individual marketing plans.