Selected work / Coastal Wealth
Leadership at the firm.
Support close to the advisor.
An overview of Keir’s responsibilities, connecting the firm’s brand direction with the team, recruiting work, and individual advisor marketing.
Dillon AgencyLed by Keir Dillon
The context
Connected responsibilities
across the firm.
A firm’s brand, recruiting narrative, marketing team, and advisor support influence one another. This role brings those responsibilities into a shared leadership conversation.
Keir’s role
Strategy, team leadership, and implementation.
At Coastal Wealth, Keir works with leadership on high-level brand strategy, leads the marketing team, helps drive recruiting strategy and implementation, and works with individual advisors on their marketing.
The focus is on connecting the decisions with the people responsible for carrying them forward.
What another firm
can take from the role.
You may already have staff, agencies, and technology. A senior marketing role can connect their work to the business direction and lead the decisions between them.
Start with the relationship between priorities.
What should the firm be known for? What does the recruiting story promise? What support do advisors experience? Who turns those answers into a usable plan for the team?
This page describes responsibilities. It is not a client testimonial or a report of measured recruiting, revenue, or AI implementation results.