Services | Growth, Client Experience & Change Communications

Growth Strategies

What is a Growth Strategy for RIAs and Wealth Managers?
A growth strategy defines how your firm can attract the right clients, expand revenue, and strengthen market position. Wide Focus builds growth strategies tailored to your goals, from refining positioning to optimizing referral networks.

‍Benefits for Your Firm:
*Clearer market differentiation
*Increased qualified leads
*Sustainable revenue growth

Experience Design

What is Client Experience Enhancement?
It’s the design of every client interaction to ensure loyalty, trust, and referrals. Wide Focus maps your client journey, eliminates friction points, and strengthens moments that matter most—so your clients feel valued and your advisors feel supported.

‍Benefits for Your Firm:
*Stronger client retention
*More referrals from advocates
*A consistent loyalty-building experience

Change Navigation

How Can Communication Strengthen Client Trust During Change?
Clear, confident communication is essential during mergers, leadership changes, or service updates. Wide Focus creates strategies that reassure clients, protect your reputation, and maintain confidence in your firm’s future.
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‍Benefits for Your Firm:
*Reduced client attrition risk
*Preserved trust during transitions
*Stronger relationships through change.

Fractional CMO Services

‍What is a Fractional CMO for Advisory Firms?
A fractional CMO provides senior-level marketing leadership without the cost of a full-time executive. Wide Focus integrates into your leadership team, aligning marketing efforts with growth and client experience goals.

Benefits for Your Firm:
*Strategic oversight without full-time expense
*Guidance for rebrands, campaigns, and growth initiatives
*Scalable expertise tailored to your firm’s stage of growth

FAQs for Advisory Firms

Some of the most common things leaders ask

Q: What types of firms benefit most from Wide Focus services?

RIAs, wealth management firms, and family offices at growth inflection points—expanding services, entering new markets, or navigating transitions—gain the most value.

Q: How does Wide Focus tailor strategies for ultra-high-net-worth or multi-generational clients?

Strategies are built around detailed client personas. This ensures every touchpoint speaks to specific expectations—whether discretion, education, or multi-generational planning.

Q: How do you measure success for a project?

Success is measured by growth in ideal-client acquisition, improved referral activity, client satisfaction scores, and measurable increases in brand consistency and engagement.

Q: Can Wide Focus support my firm during a merger or transition?

Yes—transition communications are a specialty, helping protect relationships and reduce attrition.

Q: How is a growth strategy different from traditional marketing?

A growth strategy aligns business development, client experience, and marketing. Instead of isolated campaigns, it creates a sustainable framework for revenue growth and client loyalty.

Q: Do you only focus on client-facing strategies?

No. Advisor and employee engagement is also critical. Wide Focus helps align your team’s communication and personal branding with the firm’s larger strategy.

Q: Do you provide ongoing support after strategy development?

Yes. Either through new project engagements, working with firms to hire or develop a support team or through a limited number of Fractional CMO engagements, Wide Focus can provide ongoing strategic oversight and execution support—ensuring momentum continues beyond the initial project.

Growth strategy, client experience design, and change communications for advisory firms