Joel Crampton
Fractional Chief Marketing Officer
Hi, I’m Joel Crampton – a Fractional Chief Marketing Officer.
I serve as a fractional CMO for financial advisors, Registered Investment Advisors (RIAs), and wealth-management firms that want senior-level marketing leadership without the cost or complexity of a full-time executive. With 20+ years leading demand generation, positioning, content, email, and full-funnel strategy for financial services companies, I help firms build systems that attract ideal clients, deepen loyalty, and generate measurable Assets Under Management (AUM) growth.
My background includes leadership roles at DLP Capital, Intrepid Direct Insurance, Buffalo Funds, and ExamFX, supported by an MBA in Marketing from the University of Missouri–Kansas City. I’ve previously held FINRA Series 6 and 63 licenses, as well as Life, Health, Property, and Casualty insurance licenses, giving me a unique ability to blend marketing strategy with regulatory, compliance, and fiduciary awareness.
I partner with firms to clarify positioning, modernize their marketing systems, upgrade client experience, and strengthen the growth engine that supports long-term AUM expansion.
When I’m not working with clients, I co-host the CMOs Without Borders podcast, speak on strategic marketing for RIAs, and write about client-journey design, growth frameworks, and modern advisory-firm marketing.
What it’s like working with me
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"Joel is an extremely dedicated and highly talented marketing professional. His ability to drive success and results through different areas of the overall marketing strategy make him a great marketing leader, willing to go above and beyond to get the job done and ensure its success."
Buffalo Funds
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"The brand grew exponentially under Joel's management. His attention to detail and willingness to go above and beyond expectations is an extremely hard quality to find. Joel has provided many creative solutions to help us maintain and grow our client base over the years."
ExamFX
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"In my 30+ years building my business, no one contributed to our growth the way Joel did — not even the FMO we worked with for years. His strategic insight, dedication, and deep involvement went well beyond expectations. He operated with the kind of ownership and care that’s incredibly rare to find."
Financial Architects, Inc.
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“Joel excels at building and leading high-performing teams, integrating advanced MarTech solutions, and driving full-funnel demand generation across complex B2B environments. I was particularly impressed by his ability to combine data-informed decision-making with bold creative direction, turning strategy into tangible outcomes. Besides that, he is a great person who always fosters a great environment.”
Hybrid Hashtag
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“Joel was a joy to work with. He is very detail oriented and a great project manager. He exhibited great problem solving skills and was quick to take on responsibility that could have been passed off to others. I would highly recommend Joel for his competence, trustworthiness and strong work ethic.”
Professional EDGE
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“Joel was a pleasure to work with. He was dependable and insightful, and a go to person for answers on a variety of questions. He was also creative- and helpful on so many levels. Joel would be an asset to any organization.”
POSIM Software
Case Studies
Click or tap to expand.
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By orchestrating a full-scale marketing transformation and redefining the firm’s growth strategy, I built targeted Account-Based-Marketing (ABM) acquisition frameworks that focused on high-value accounts, which contributed 25% of all new business and established a scalable model for consistent enterprise-level growth.
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By deploying integrated omni-channel campaigns across paid, owned, and earned media, I propelled exponential lead growth and delivered a 200%+ increase in qualified volume and $15M in incremental revenue, solidifying the brand’s competitive edge in key markets.
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By pioneering a full corporate website rebuild with advanced SEO architecture and tailored user experiences, I drove an 85% uplift in organic traffic from top-tier prospects.
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By designing segmented customer journeys and optimized lifecycle programs within Salesforce Marketing Cloud, I improved personalization, loyalty, and retention increasing Lifetime Value (LTV) by $12M and strengthened long-term revenue predictability.
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By spearheading brand-building initiatives and investor-focused outreach, I engaged and converted high-potential prospects, resulting in more than $250M in additional assets under management.
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By elevating email architecture and implementing precise ABM segmentation, I delivered a 500% increase in click-through rates and a 300% rise in open rates.