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My Recent Marketing Leadership Experience & Results

Case studies: marketing leadership inside accounting & advisory firms

I didn’t advise these firms from the outside. I worked inside them as the person accountable for marketing, through a first-hire build, a merger into a top-20 national firm, and the growth run that led up to it. That’s why my fractional work starts with the system that runs the strategy. I’ve had to live with what I built.
Case Studies

What I built inside three accounting and advisory firms.

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Supercharging the Marketing Function with Strategy, Positioning, and AI

600%+ growth in website traffic and an ICP-aligned brand positioning still in use today — what one marketing hire built alone inside a tech-forward advisory firm, and the systems set up to modernize the marketing function.

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Brand equity transfer playbook for a top-20 firm's M&A entry into a new Midwest market

PR across national outlets, a healthcare industry collaborative marketing model still live years later, and an M&A brand equity retention playbook — how marketing integration worked inside a $1B roll-up's biggest Midwest deal.

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Building Market Visibility Into a Firm's Growth Story and Driving in the Left Lane

For the fiscal year prior to the merger, Lurie grew 20% to $41.5 million. The previous fiscal year, revenue jumped by 15%. Head count grew from 160 employees in 2020 to more than 200 two years later. A collaborative growth function that aligned executives, partners, emerging leaders and marketing. 

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