Fractional Chief Strategy Officer for Financial Advisory Firms

Executive-Level Strategy Without the Full-Time Overhead

Most advisory firms hit a point where growth requires more than good intentions and hustle—it requires strategic alignment. 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.

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.