Accelerated results
As your wealth management business becomes an enterprise, your marketing function needs to grow up with it. That means developing the enterprise processes, measurement, and structures needed for real accountability.
Bottom-line focus
Hiring a CMO or traditional agency can be spendier than your budget (or PE backer) is ready for. Working with an expert consultant on a fractional or project basis is far less expensive, and can help flexibly see your firm through transitions.
Unmatched expertise
You won't find a marketing leader better at this work than MK. Full stop. She's an award winning success in the RIA space, and has helped firms like yours elevate their marketing teams and implement big, transformational change for years.
As seen in







MK Wealth Marketing | An Intro to MK

You've come a long way, baby.
And you know there's a long way still to go to achieve your firm's potential. But at this point, the marketing tactics that got you here just aren't moving the needle anymore. You know you need a more strategic approach, an up-skilled team, more data to inform decisions...but you don't know where to start.
Sound familiar? We should probably have a chat.

Services
Professionalize your marketing
Whether it's time to establish a strategic marketing function within your firm, get your current team operating on a strategy, or spearhead a project that's just too important to risk, MK can help with:
- Fractional CMO services
- 90-Day Rebrand
- Marketing Strategy development
- Major Marketing Project leadership

Speaking
Elevate your next conference
Book MK to speak on a number of marketing topics that are specific to the wealth management industry, including:
- What AI Can (And Can't) Do For Your Marketing
- Building a Compelling Brand Message
- Diversification of Lead Channels
- Measuring What Matters

Word on the Street
What the industry is saying about MK
Tina Powell
Chief of Community, Intention.ly
Mary Kate Gulick is an industry powerhouse, dedicated to empowering financial advisors and curating impactful experiences that drive growth and success. I've had the privilege of working with her and attending transformative events under her visionary leadership.
Mary Kate's initiatives are nothing short of extraordinary. You can feel her passion and expertise woven into every detail.
Kristin Petrick
SVP, LPL Financial
Mary Kate is one of the most strategic and action-oriented marketing professionals I've worked with in my career. She's skilled in several areas of marketing including brand, copywriting, digital experience, marketing operations and acquisition. She's got creative chops and the ability to inspire her teams to deliver stand-out marketing campaigns. If I were to assemble a high-performing marketing leadership team, MK would be one of my first calls.
Erin Wood
SVP Advanced Planning, Assetmark
Mary Kate is an exceptional leader who is inventive and knows how to motivate those around her to achieve goals. She has an unwavering commitment to honesty and high moral standards. She is always willing to lend an ear and provide sound advice based on her years of experience and strategic mindset.
Working closely with Mary Kate over the years has been an absolute pleasure. I can honestly say I have learned so much from her. Her ability to think outside the box and come up with creative solutions to complex problems never ceases to amaze me. She is a true visionary who has a knack for turning challenges into opportunities.
John Fulwider
CEO, Gear80
Mary Kate has been enormously helpful in clarifying my content strategy and, more importantly, actually executing against it. The coaching along the way has been invaluable and she helps keep me crystal clear on what we’re trying to accomplish, and pivots with the business as our needs change. Her focus on results put her in the top 99% of all marketing consultants, as far as I’m concerned!