The Advisor Lab | Fractional CMO
A Subsidiary of Fractional Impact
When Your Financial Firm Is Ready to Scale, Marketing Can’t Be Guesswork!
The Advisor Lab helps financial firms build stronger marketing systems, sharpen their positioning, and create a smarter path to growth through fractional CMO leadership.
For firms that need senior marketing strategy without the cost of a full-time CMO.
Most advisory firms don’t struggle because they lack talent.
The Struggle is a Consistent Lead Flow of Qualified Leads, and that is our Talent.
The Struggle is Real:
When Growth Isn’t Engineered, It’s Unpredictable.
We step in as your Fractional Chief Marketing Officer, bringing clarity, structure, and strategy to everything connected to your growth.
Not as a vendor.
Not as an agency.
But as a true extension of your leadership team.
What a Fractional CMO Can Do for Your Firm
The Advisor Lab provides executive-level marketing strategy and oversight designed specifically for financial firms. We do not just “market.” We help build the system behind your growth.
Get executive-level guidance on your marketing priorities, budgeting, vendor management, growth strategy, and firm positioning.
Clarify what makes your firm different so your message connects with the right clients, referral partners, and communities.
Build stronger pathways for leads through paid media, content, events, referrals, SEO, and conversion-focused campaigns.
Bridge the gap between marketing and intake so quality leads do not get lost and consultations convert at a higher level.
Manage agencies and outside partners with a clear strategy, accountability, and measurable expectations.
Put the processes, reporting, and systems in place that your firm needs to scale with more confidence and less chaos.
What You Gain
We work with a limited number of firms at a time to ensure:
• Strategic precision
• Hands-on execution
• Real-time performance tracking
• Clear ROI visibility
If you are serious about scaling your practice — and ready to treat growth as infrastructure, not experimentation — we should talk.
Book a Call for a private Lab Assessment and receive a strategic evaluation of:
What is a fractional CMO?
A fractional CMO is an experienced marketing executive who provides strategic leadership on a part-time basis — giving your firm senior-level guidance without a full-time hire.
Is this an agency?
No. We are not a traditional agency. We operate at the leadership level, overseeing strategy, execution, and performance across all marketing efforts.
How do I know if this is right for my firm?
If your firm has invested in marketing but lacks alignment, consistency, or leadership, this is likely the next step.
The Advisor Lab was founded by Tracie, a 34-year marketing veteran with deep roots in both corporate America and the private wealth and legal sectors.
For 12 years, she served as Chief Marketing Officer at Ameriprise, where she led large-scale marketing initiatives and executed growth strategies that helped drive businesses exceeding one billion dollars in revenue.
Over the course of her career, Tracie has built, led, and optimized marketing strategies at the highest level—consistently translating vision into measurable growth. She understands the business model, the compliance landscape, the psychology of prospective clients, the operational realities of scaling a practice, and the complexities of efficiently purchasing media and advertising.
Through The Advisor Lab, she brings this institutional-level expertise to independent attorneys and law firms seeking a more strategic path to growth. To date, her strategies have helped more than 300 advisors and attorneys strengthen their positioning, increase qualified appointments, and scale their businesses to the next level.
The Advisor Lab is built on one core belief: growth is not accidental—it is engineered.
Through data-driven strategy, refined positioning, disciplined follow-up systems, and precision advertising, Tracie & her team create repeatable client acquisition engines designed specifically for the legal industry.
This is not generic marketing.
This is strategic growth architecture for law firms that are ready to build something substantial.


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