Marketing leadership for wealth management firms
Give your firm
a clear direction.
Then lead the work.
Dillon Agency connects brand strategy, marketing team leadership, recruiting, and advisor support. Led by Keir Dillon, with an active role in the work from direction through delivery.
Explore fractional CMO leadership
The leadership between the projects
One business.
Many priorities.
A connected plan.
The brand needs attention. Recruiting needs a clearer story. Advisors need marketing support. Your team needs to know what comes first.
We help connect those priorities to the firm’s goals, define the work, and lead it with the people responsible for delivery.
How the work comes togetherSelected work / Coastal Wealth
At the firm level.
Close to the advisor.
Keir’s work at Coastal Wealth spans brand strategy, marketing team leadership, recruiting strategy and implementation, and individual advisor support.
It is a practical example of the responsibilities a CMO role can connect.
Explore the scope of work- Direction
- Connect brand and marketing priorities with leadership.
- Delivery
- Lead the team and help carry the strategy into implementation.
- Advisor experience
- Keep the firm’s recruiting and support work close to the people it serves.
The founder behind the firm
Keir Dillon.
A builder’s perspective.
Professional athlete, broadcaster, and co-founder and CEO of FRENDS. Keir brings experience building brands and companies into the work with financial services leaders.
Meet the founderA clear way to work together
Keir leads the engagement.
We define the responsibilities of your team, Dillon Agency, and any specialist partners around the agreed scope. The goal is clarity about who owns the decisions and who delivers the work.
Start with a conversation about the role or project your firm needs.