Consulting Services for Financial Firms
FOR FIRMS WHO NEED STRATEGIC CLARITY - NOT JUST TACTICS
Hourly or flat-rate engagements tailored to assist firms in building, refining, or realigning their infrastructure with clarity and purpose. Our coaching programs for advisors are designed to enhance operational efficiency and effectiveness.
We collaborate with founders and firms to:
- Sequence foundational systems (e.g., Google Workspace, domain architecture, brand assets)
- Audit workflows, messaging, and client experience for alignment and efficiency
- Design founder-friendly operational flows and digital ecosystems
- Provide consulting for financial firms on pricing, packaging, and promotion strategies
- Conduct market research to inform new offers, services, and positioning
- Identify growth opportunities across service delivery, client experience, and brand visibility
- Support transitions, launches, and strategic pivots with hands-on guidance, ensuring our marketing services for financial advisors effectively meet their evolving needs.
Coaching Programs
FOR ADVISORS WHO WANT CONFIDENCE & ACCOUNTABILITY
Strategic, emotionally intelligent guidance for advisors navigating transition, growth, or realignment through our specialized coaching programs for advisors. Whether through a structured container or a concentrated sprint, our coaching is designed to bring clarity, momentum, and accountability.
A 30-day guided container for advisors ready to relaunch their firm, brand, or service model with intention, utilizing expert consulting for financial firms.
Includes:
- Weekly 1:1 sessions focused on messaging, positioning, and operational clarity
- A proven framework to guide your relaunch from vision to execution
- Strategic support on client experience, service design, and growth strategy
- Accountability check-ins to keep progress focused and aligned
- Access to templates, tools, and infrastructure guidance tailored to your goals
This is for advisors who are ready to relaunch—not just rebrand.
HALF DAY & FULL DAY CONCENTRATIONS
One-time coaching sessions designed for concentrated progress. These sessions are ideal for founders who need focused support on a specific challenge or decision.
Common focus areas:
- Messaging refinement and brand voice
- Service model clarity and pricing strategy
- Client experience mapping and delivery flow
- Strategic decision-making and leadership alignment
This is for advisors who need focused support—without the long runway.
SHORT TERM COACHING SPRINTS
4–8 session engagements designed to guide founders through a specific area of growth or transition, incorporating effective marketing services for financial advisors.
Sprints may focus on:
- Leadership clarity and team dynamics
- Brand positioning and marketing strategy
- Operational refinement and service delivery
- Transition planning and strategic pivots
This is for founders who want focused support—with accountability and follow-through.
Fractional CMO Services
FOR FIRMS READY TO ARCHITECT MEANINGFUL GROWTH
There are countless execution strategies available, but CORNHERSTONE serves as your Fractional CMO to focus on the single lever that grounds your marketing for lasting success: infrastructure.
Our work is not surface-level. It is an infrastructure-first system designed to build what women investors truly need—and to ensure the advisors built to serve them stay visible, relevant, and trusted.
We provide the strategic rigor and operational oversight you can’t find anywhere else. We design and lead the implementation of systems that connect brand Precision to firm Purpose, giving Financial Leaders the cohesive framework necessary for quality opportunities, long-term sustainability, and meaningful growth.
We help firms through Fractional CMO leadership to design and operationalize the following strategic infrastructures:
- Brand & Messaging Architecture: Developing the core voice, messaging, and storytelling frameworks that command resonance with high-value women investors.
- Systemic Visibility & Retention: Building advisor marketing blueprints and AI-powered systems that prioritize discoverability, deep relationship nurturing, and referral marketing.
- Integrated Content Ecosystem: Guiding advanced strategy for content channels (podcasts, video, long-form) that expand visibility, deepen trust, and integrate seamlessly across your firm's entire marketing flow.
- Conviction & Conversion: Consulting on pricing, packaging, and promotional strategy with the precision and conviction needed to move opportunities from awareness to signed agreements.