Keir DillonFractional CMO
Founder, Dillon Agency

The decisions
behind the marketing.

Field notes for financial advisors who want their brand and content to connect with the clients they want to serve.

How to define your ideal clientStart with the person, the situation, your capability, and access.What a referred prospect should findHelp your public presence reinforce why someone introduced you.A practical financial-advisor marketing planTurn a client focus into a channel choice and a sustainable routine.

The firm behind
the individual practice.

I share these notes alongside my work as a fractional CMO. For firm leaders, they offer a view into how I approach advisor support as part of the wider marketing responsibility.

See the firm-level scope at Dillon Agency