Frequently asked
questions.

We help financial-services firms understand market needs, clarify their brand, and put strategy into action through research, brand engagement, fractional CMO leadership, and practical H + AI advisory.

We work with CEOs and firm leaders, CMOs and marketing leaders, heads of distribution, and leaders responsible for advisor recruiting and retention across financial services.

A focused review of market and category signals, your message, and client experience. It includes a leadership readout and prioritized recommendations. Scope and timing are set together before work begins.

The fixed fee is $7,500 to $10,000. The final fee and timing depend on agreed scope and are confirmed before work begins.

We review your goals and timing, discuss scope and participants, then confirm deliverables, fee, and schedule in writing before the work begins.

Brand work can include audience and positioning clarity, message development, narrative and proof points, and guidance for putting the strategy to work across relevant channels.

A Fractional CMO provides senior marketing leadership to set priorities, align teams and partners, and connect marketing work to business goals such as distribution, advisor recruiting and retention, and asset flows.

H + AI is practical AI advisory for teams. Work can include workflow and use-case assessment, human oversight guidance, and an adoption plan. People remain accountable for quality and decisions.

Timing depends on the scope and the people involved. We agree on milestones and schedule before work begins.

No. The RBI Group provides research, brand, and marketing advisory services. The website and our work are not individualized investment advice.

Use the Signal Check form to share your firm, question, and timing. You can request an audit, scope a study, discuss leadership support, or request a conversation with Dr. Baker.