Marketing for financial advisors
who value trust over tactics.
I work with a small number of advisory firms to clarify their message, elevate their brand, and build a calm, repeatable client acquisition system.
A short introduction to how I work and who this is a fit for.
Brands We’ve Helped
How it works
Three points. One system. Built to earn trust and compound results.
Clarity
We define your positioning, message, and priorities before touching tactics.
Build
We design and implement a clean, premium marketing system that’s easy to run.
Refine
We iterate monthly based on what’s working so results compound over time.
Core services
Pick the simplest path to impact. Most firms start with a focused build, then move into an ongoing CMO partnership.
Fractional CMO Partnership
Senior marketing leadership + execution. Clear priorities, clean deliverables, consistent iteration.
Website + Messaging Overhaul
Premium positioning, sharper copy, and a website experience that turns the right attention into calls.
Client Acquisition System
Lead capture + follow-up built for trust-driven buyers—without the spammy funnel vibe.
Authority + Thought Leadership
Content that builds confidence before the first meeting: newsletters, guides, and SEO-ready pages.
What clients say
A few words from advisors and firms I’ve partnered with.
“Christian is determined and his work was top-notch, precise and over and above what was required. He brought energy, hard work, and the desire to take on any and all challenges to the job. I gladly give him my highest recommendation.”— Flo S, CEO
“Christian's performance so far has been excellent, and we couldn't be happier to have him on the team. You've made a strong start in your first quarter, quickly learning our company and how to navigate our processes.”— Phil T, AVP, Marketing
“The strategy and execution were both senior-level. No fluff, no overpromising— just clear progress.”— CEO, Wealth Management Firm
“Trident helped us finally clarify our message. The site feels like us—and the quality of conversations has noticeably improved.”— Managing Partner, RIA Firm
“This was the first time marketing felt calm and intentional instead of reactive. Everything now has a purpose.”— Founder, Independent Advisory Practice
“The strategy and execution were both senior-level. No fluff, no overpromising— just clear progress.”— CEO, Wealth Management Firm
Advisor marketing is non-negotiable.
Referrals still matter—but the firms growing consistently are the ones with a clear message, a strong digital presence, and a system that turns attention into trust.
Simple truth: If prospects can’t understand what makes you different in 10 seconds, you’re invisible.
Clarify the message
Positioning and language that earns trust quickly and attracts the right clients.
Build the system
A clean website + acquisition flow that turns attention into booked conversations.
Refine over time
Monthly iteration so results compound—without random campaigns or chaos.
Ready for marketing that feels calm—and actually works?
If you’re serious about attracting fewer, better clients, I’ll map out the simplest path forward. No pressure. No fluff. Just clarity.
Prefer email? hello@tridentmarketing.co