Fractional Chief Strategy Officer for Financial Advisory Firms

Executive-Level Strategy & Execution Without the Full-Time Overhead

Most advisory firms hit a point where growth requires more than good intentions and hustle — it requires strategic alignment and careful execution. But not every firm is ready (or wants) to hire a full-time Chief Strategy Officer. That’s where a Fractional Chief Strategy & Growth Officer comes in.

With years of experience coaching top advisors, leading multi-million-dollar practices, and driving firm-wide growth strategies, I step into your business as your outsourced CSO. Together, we align your vision, leadership, and execution so you can scale with confidence and clarity — without losing the personal touch that makes your firm unique.

What This Includes

✔ Strategic Growth Planning
We’ll create a clear, actionable roadmap for scaling your firm while maintaining the client experience that sets you apart.

✔ Leadership Alignment & Executive Coaching
I work directly with your leadership team to create unity, define roles, and develop the decision-making framework to support long-term growth.

✔ Client Segmentation & Experience Mapping
Together, we’ll segment your book of business, identify A+ clients, and design a service model that attracts and retains your ideal relationships.

✔ Team Development & Recruiting Strategy
Your growth depends on your people. I help you evaluate your current team, identify gaps, and build a strategy to attract and develop top talent.

✔ Curated Expert Resources & Partnerships
I’ll identify and connect you with trusted experts and industry resources — curated to support your strategic plan and help execute it effectively — so your team gets exactly what it needs, when it’s needed.

✔ Ongoing Strategic Oversight
As your Fractional CSO, I don’t just hand you a plan and walk away. I stay engaged to ensure execution matches vision and adjust strategies as you grow.

Who This Is For

  • Growing financial advisory firms ready to scale without losing their identity.

  • Managing partners who want a dedicated strategist to focus on growth while they focus on leadership.

  • Teams that have hit a plateau and need an objective outside perspective to uncover new opportunities.

  • Growing teams with increased complexity who need a seasoned executive to help them reach the next tier.

  • Firms considering a full-time CSO role but not ready to make that investment.

Why Fractional Works

  • Expertise on demand: Access C-Suite level strategy without the full-time salary.

  • Objective insight: A fresh set of eyes to uncover blind spots and opportunities.

  • Execution focus: Keep your leadership team aligned and moving forward with clarity.

  • Scalable partnership: Support that grows with your business as needs evolve.

Your Investment

Fractional CSO engagements are customized based on the size, goals, and complexity of your firm. Packages typically include a set number of strategy sessions, leadership alignment work, and ongoing access for real-time decision support.

To explore whether a Fractional Chief Strategy Officer arrangement is the right move for your firm, let’s schedule a discovery call.