MARKETING SOLUTIONS > MARKETING ADVISORY
Marketing Advisory
Senior acquisition expertise added directly to your team, on a monthly retainer. No junior handoffs, no agency markup - just experienced strategic guidance, applied.
THE PROBLEM IT SOLVES
You have a smart marketing team.
Get even better with someone who has done this before.
Most lenders have smart marketers but lack someone with deep acquisition experience across channels, vendors, and the nuances of financial services. The Marketing Advisory retainer puts that expertise directly in your corner, without the overhead of a full-time hire.
WHAT IT INCLUDES
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Working sessions with your team
Review campaigns, implement changes, and understand the reasoning behind each decision.
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Regular strategic meetings
Structured conversations with marketing, sales, and agencies to align on strategy and priorities.
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Direct access between sessions
Questions, campaign reviews, vendor introductions - available when you need it, not just on a call schedule.
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Special projects as needed
Competitive research, data analysis, marketing plan creation, candidate interviews.
WHO IT'S FOR
Right for you if...
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You have a marketing team but lack senior acquisition experience in-house
- You want strategic guidance without committing to a full-time hire
- You have an agency that isn't delivering the results you need
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You need someone who understands financial services, not just marketing