Fractional Marketing is for you if…
- You know your brand doesn’t reflect the level of work you actually do!
- You have great ideas but no one to execute them consistently
- You’ve been meaning to “work on marketing” for months — or years
- Your social media is inconsistent, outdated, or basically nonexistent
- You want to attract more of your best clients — and fewer of the wrong ones
- You have an internal team but no one is leading the strategy
- You’re growing and need marketing that can grow with you
- You’re tired of handing marketing off to someone who doesn’t understand compliance or financial services
what i can do for you:
Strategy Partner
Strategic clarity, consistent direction, and a trusted partner to keep your marketing aligned and moving forward. For firms that want prioritization, accountability, and someone to guide every decision.
RAD Revamp
Everything you need to jumpstart your digital presence. We use the RADMarketing FactFinder to establish or enhance your brand, forming the foundation of your marketing strategy and framing your firm with intention.
Social Media
Intentional social media strategy, creation, and execution done for you. Designed for advisors who want to show up consistently and credibly — without managing the details themselves.
NEED SOMETHING ELSE? inquire here!
Social Media + Retainer
For firms ready for consistent, ongoing marketing support. We handle the strategy, the content, and the execution — so your brand stays visible, relevant, and always moving forward.
Client Events
Your A+ clients deserve 18 meaningful touchpoints a year and a well-executed event checks multiple boxes at once. We handle every detail from invite to follow-up so your event leaves a lasting impression on the clients and prospects you actually want more of.
Fractional CMO Package
End-to-end marketing leadership without building an in-house team. Strategic oversight, proactive planning, and full execution support for firms ready to treat marketing like the growth driver it is.
Let's frame your business to be the go-to firm for your market
Accountability & Strategy Partner
Accountability & Strategy Partner
Strategic clarity, consistent direction, and a trusted partner to keep your marketing aligned and moving forward. For firms that want prioritization, accountability, and someone to guide every decision.
2x monthly calls
Idea Vetting & Strategic Filter
marketing foundation & direction
RAD Revamp
Your brand, rebuilt with intention.
Everything starts with discovery. We dig into who you are, who you serve, and how you want to be perceived — then build a brand foundation that everything else grows from.
Comprehensive RADMarketing FactFinder session
Brand messaging, positioning, and narrative clarity
Website and social media refresh to attract and impress your ideal clien
Social Media Strategy & Execution
We know how to show up on social, so you don’t have to.
Full-service social media management built exclusively for financial advisors. Compliance-aware, brand-consistent, and done for you.
Content creation, scheduling, and community management
LinkedIn, Facebook, and Instagram covered
Monthly touchpoints and quarterly metric reviews
Marketing Retainer
Consistent marketing. Finally.
For firms who want ongoing execution paired with strategic direction. Your brand stays visible, relevant, and moving forward every single month.
Ongoing social media strategy and execution
Content planning and brand messaging oversight
Execution support based on monthly retainer hours
Client Event Package
Your event should be as impressive as your practice.
Here’s the thing about events — they’re not just a nice gesture. They’re one of the most powerful tools in your marketing arsenal. Your A+ clients deserve 18 meaningful touchpoints a year, and a well-executed event checks multiple boxes at once. It deepens existing relationships, creates referral opportunities, and gives prospects a reason to say yes.
event strategy oversight
Pre-event, day-of, and post-event strategic planning
marketing collateral from invitation to follow-through
Fractional CMO Package
Marketing leadership without the full-time hire.
End-to-end strategic oversight and execution for firms ready to treat marketing like the growth driver it is. 2026 is fully booked. Limited spots available intentionally.
Strategic accountability and proactive planning
Full execution support tied to firm initiatives
Ongoing alignment with leadership and internal stakeholders
Kind Words
Katy Dugal is a game-changer in the field of marketing for financial advisors. She has revolutionized traditional practices by employing innovative marketing
strategies that combine creativity and insight. Katy's expertise in digital media and personalized communication has not only raised the profiles of individual
advisors but has also improved the financial well-being of numerous clients. Her impact goes far beyond numbers; Katy has a talent for crafting stories that touch
and connect with people, proving that financial advice at its core involves a deep understanding of human aspirations.”
-CONRAD YORK, FORMER VICE PRESIDENT OF MARKETING FOR NORTHWESTERN MUTUAL
Katy Dugal has been a real asset to our firm through social media. The advisors have formed a great bond with her along with all the office teammates in a short period of time and have really enjoyed her work. She has made a real difference with our advisor recognition program and marketing and we will continue to use her in these key areas . Our firms recognition on social media has expanded greatly as a result of her work .
-PETE STRIANO, MANAGING PARTNER
I've waited 17 years to work with someone like you.
-Paul Ludacka,
ludacka wealth partners
Where strategy meets personality. Follow us on instagram for a peek behind the curtain.
@KATYDUGALSIMPSON
