Dillon AgencyFirm marketing
Led by Keir Dillon

Fractional CMO

Senior direction.
Ongoing responsibility.

Keir works alongside your CEO and leadership team to set marketing priorities, lead the people delivering them, and stay involved as the strategy becomes execution.

Dillon Agency
Led by Keir Dillon

When the work needs
a leadership role.

You have marketing activity and people doing the work. The unresolved questions sit between them: what matters most, how the pieces connect, and who owns the decisions.

A role shaped around the firm

The engagement can connect brand direction, recruiting, advisor marketing, team leadership, and marketing systems. Its scope is agreed around the business need and the resources available.

Keir is the senior lead. Your team and specialist partners participate with explicit responsibilities.

Direction

Make the priorities
clear and usable.

Agree on the audiences, position, business priorities, and the marketing decisions needed to support them.

Typical working materials: a message framework, a focused roadmap, and decision criteria for the team.

Leadership

Help the team
carry the work forward.

Set responsibilities, clarify briefs, coordinate partners, review work, and resolve the choices that slow delivery.

A proposed cadence begins with weekly working reviews and regular leadership decisions, adjusted to the engagement.

Implementation

Stay involved
as the plan meets reality.

Connect the work across recruiting, brand presence, advisor support, content, and systems. Agree who produces, approves, publishes, and maintains each deliverable.

Implementation capacity is scoped explicitly, including any specialist delivery.

Learning

Make progress
something you can review.

Define success measures with the firm, establish the starting evidence, and review outcomes alongside delivery progress.

Separate completed work, adoption, and business results so the conversation stays useful.

Agree on the role.
Then get to work.

Before starting, we define priorities, decision authority, time commitment, internal and external responsibilities, review cadence, fees, and what falls outside scope.

The engagement is tailored. No package price or fixed team capacity is assumed before that conversation.

See Keir’s current scope at Coastal Wealth

Let’s talk about
your firm.

Bring the priorities, the people involved, and the work you want to move forward.

Start a conversation