Joel Crampton
Kansas City, Missouri
Overview
Fractional Marketing Leader for Financial Advisors, RIAs, FinTechs | Turning Disconnected Marketing Into Measurable Growth Most advisory firms don’t struggle because they lack effort — they struggle because marketing feels disjointed, inconsistent, and impossible to measure. You might recognize these symptoms at your firm: ● You’re investing in websites, ads, and content... but can’t prove ROI. ● Growth depends too heavily on referrals or chance introductions. ● Marketing feels reactive — busy, but not strategic. ● You’ve hired vendors or agencies, but no one owns the bigger picture. ●
About
Fractional Marketing Leader for Financial Advisors, RIAs, FinTechs | Turning Disconnected Marketing Into Measurable Growth Most advisory firms don’t struggle because they lack effort — they struggle because marketing feels disjointed, inconsistent, and impossible to measure. You might recognize these symptoms at your firm: ● You’re investing in websites, ads, and content... but can’t prove ROI. ● Growth depends too heavily on referrals or chance introductions. ● Marketing feels reactive — busy, but not strategic. ● You’ve hired vendors or agencies, but no one owns the bigger picture. ● Despite good intentions, marketing keeps falling to the bottom of the list. That’s where I come in. As the founder of CMO/Alpha, I partner with financial advisors, RIAs, and wealth management firms as their Fractional Chief Marketing Officer — providing strategic direction, leadership, and systems that turn marketing from a cost center into a consistent growth engine. With over 20 years of experience leading marketing for financial firms, I help translate your business goals into actionable marketing that actually drives AUM growth. My focus is always on strategy first — then execution that’s measurable, compliant, and aligned with your firm’s identity. What I Deliver ● A clear, measurable marketing plan tied to firm growth goals ● A unified system for lead generation, nurturing, and conversion ● Leadership that aligns internal teams, vendors, and messaging ● Tools and reporting that prove ROI and guide smart investment ● Consistent visibility among your ideal clients and COIs Target Results Predictable pipeline growth and higher-quality leads Consistent marketing activity that builds brand credibility Clear accountability and performance metrics Renewed confidence that marketing is finally working If your firm has outgrown its ad hoc marketing — and you’re ready for strategy, structure, and sustainable growth — let’s connect.