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Most RIAs do not have a marketing idea problem. They have an execution problem.
The strategy is there. The opportunities are there. The backlog is there. But the internal capacity to move fast, stay consistent, and turn ideas into finished work is usually missing.
You spend $16,500+ a month ($200k+ annually) trying to recruit, onboard and manage a separate in-house graphic designer, web developer and SEO specialist on your payroll. Let’s not forget your time wasted at your hourly rate.
You spend anywhere from $2,000 to $4,200 a month to bypass the employee overhead entirely and get a dedicated, pre-trained marketing manager backed by our entire production department.
For Stevens Capital Partners, our execution engine more than doubled organic growth for high-intent keywords, supporting significant new AUM through tactical SEO and content authority.
Azella Advisor Fractional Marketing Manager brings clarity, speed and organization to every request. From intake to completion all in one place.
Senior guidance to help connect marketing activity to business goals, advisor growth, recruiting, retention and brand positioning.
Monthly resource units that can be used where they matter most — whether that is SEO, design, development, content, campaigns or backlog cleanup.
fractional marketing manager PRICING
FMM PRICING
getting started
*A Core Service refers to the ongoing, high-level marketing category (or department) that Azella manages for your firm every single month. Depending on the tier you choose, you can select 1, 2, or 3 specialized departments as your monthly focus. These are foundational, long-term engines rather than one-off tasks.
**An Active Project represents the specific tactical execution asset currently moving through the pipeline. While you have an unlimited backlog to dump all of your marketing ideas out of your brain, the number of projects we are simultaneously building is limited by your tier to 1, 2, or 3 concurrent active slots while still managing your core service each month.
Questions? Book a Call
Questions? Book a Call
Questions? Book a Call
*A Core Service refers to the ongoing, high-level marketing category (or department) that Azella manages for your firm every single month. Depending on the tier you choose, you can select 1, 2, or 3 specialized departments as your monthly focus. These are foundational, long-term engines rather than one-off tasks.
**An Active Project represents the specific tactical execution asset currently moving through the pipeline. While you have an unlimited backlog to dump all of your marketing ideas out of your brain, the number of projects we are simultaneously building is limited by your tier to 1, 2, or 3 concurrent active slots while still managing your core service each month.
I know you don’t want to make a long-term commitment before seeing results. That is why we offer a reduced rate for the first 90 days.
We want to earn the seat by clearing your backlog and showing Isabella in action first. If you aren’t seeing the velocity you expect, you can stop at any point.
Breakaways move quickly. If you want to talk through timing, scope, or what you need first, you can reach me directly and confidentially.
Confidential. No pressure. Advisor focused.
This program is designed specifically for growth-focused RIAs and financial advisory firms that have found themselves trapped in the “Management Tax” of marketing. It is ideal for firms that:
Traditional agencies give you a passive account manager who simply takes messages and passes them to a hidden production pool—resulting in missed industry nuances, compliance bottlenecks, and slow turnaround times. In-house hires, on the other hand, require constant oversight, hand-holding, and management.
One embedded tactical Lead backed by a centralized execution department. Your Lead understands RIA compliance, integrates directly into a private channel inside our secure Slack workspace, and independently pulls the levers on our design, development, and content teams to execute tasks autonomously. You get elite executive strategy and rapid production without the management headache.
We believe in earning our seat at your table by delivering execution speed and momentum starting on Day 1. We know advisors are hesitant to lock themselves into rigid, long-term contracts before seeing real outcomes.
That is why we offer a heavily discounted introductory rate for your first 3 months. Our immediate priority during this sprint is to eliminate your existing marketing backlog, build a reliable asset pipeline, and prove our velocity. If we are not maintaining the elite standards or operational momentum your firm expects, you retain the absolute right to cancel the program at any point during these initial 90 days—no questions asked.
A Core Service refers to the ongoing, high-level marketing category (or department) that Azella manages for your firm every single month. Depending on the tier you choose, you can select 1, 2, or 3 specialized departments as your monthly focus. These are foundational, long-term engines rather than one-off tasks.
Examples: Continuous SEO optimization (such as Search Atlas management and writing blog content), monthly Branded Social Media management, Ongoing Graphic Design, or routine Website Copy & Page updates.
The Model: You can switch your Core Services month-to-month if your business needs evolve (e.g., shifting focus from SEO to Social Media).
An Active Project represents the specific tactical execution asset currently moving through the pipeline. While you have an unlimited backlog to dump all of your marketing ideas out of your brain, the number of projects we are simultaneously building is limited by your tier to 1, 2, or 3 concurrent active slots.
Examples: Designing a specific new brochure, building out a newly approved events landing page, creating a custom PowerPoint template layout, or setting up a brand-new ad campaign.
The Model: Operating on a “one-in, one-out” sequence. Once an Active Project is completed, approved, and moved to the “Complete” column, your Fractional Marketing Manager immediately drags the next priority item from your unlimited backlog into production.