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PODCAST

CMOs Without Borders

Welcome to CMOs Without Borders — the podcast where two seasoned marketing leaders with decades of experience from opposite sides of the border cut through the noise and get real about what actually drives growth in financial services. Hosted by fractional CMOs Joel Crampton, founder of CMO/Alpha (U.S.), and Mandy MacPhee, founder of illumination (Canada), this show explores the strategic marketing moves that help RIAs, fintechs, credit unions, and financial brands thrive — regardless of size,

business marketing

All Episodes

00:31:04

The Culture Advantage –⁠ From Client Trust to Firm...

CMOs Without Borders ·

2026/02/08

Client trust doesn’t begin with performance reports, portfolios, or marketing. It begins inside the firm — in how people work together, how culture is lived, and how leadership shapes the environment clients ultimately experience.In this episode, Ethan Chazin, fractional Chief Culture Officer and leadership advisor, provides insights into how he helps organizations build high-performance workplaces where people, culture, and business results reinforce each other.His message is simple: growth is

en

00:42:09

From Founder Chaos to Scalable Growth: How EOS Builds...

CMOs Without Borders ·

2026/02/05

Most founders don’t struggle because they lack ideas.They struggle because everything still runs through them.Growth stalls when the founder is the system — making every decision, solving every problem, and carrying every role.In this episode, we sat down with Mike Walrod, fractional integrator and EOS practitioner at Incite Business, who helps companies replace founder-driven chaos with structure, accountability, and scalable operating systems.His message is simple: growth doesn’t come from working

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00:47:00

Marketing As An Exit Planning Strategy: Build Systems...

CMOs Without Borders ·

2026/01/16

Most founders treat exit planning like something you only worry about when you’re ready to retire or sell.But your exit gets decided years earlier by one simple question: Can your growth run without you? If growth only happens through referrals and founder effort, buyers don’t see a system, they see dependency.In this episode, we sat down with Tracy Jepson, a multi-passionate entrepreneur and business coach who helps service-based businesses (including financial advisors) build companies that are

en

00:42:15

The Future of Financial Services Marketing Is AI +...

CMOs Without Borders ·

2025/12/17

As Season 1 of CMOs Without Borders comes to a close, we step back to reflect on what defined marketing in financial services in 2025 — and what leaders need to prepare for as we head into 2026.In this episode, Joel Crampton and Mandy MacPhee unpack the realities behind AI adoption, the evolution of search and digital trust, and why strategy, not shiny tools, will separate winners from noise in the years ahead.AI dominated the conversation in 2025, but not in the way many feared. Rather than

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00:48:19

How Client Experience Becomes a Credibility Engine

CMOs Without Borders ·

2025/12/02

Every financial services leader eventually reaches the same truth: your products don’t set you apart — your client experience does.We sat down with Glenn LaCoste, founder of Surviscor Group, whose team has spent over two decades evaluating client experience across banks, credit unions, brokerages, and digital-first financial brands.Glenn breaks down why the client experience is far more than a slick digital interface. It’s the sum of every task, interaction, and moment of friction — and it quietly

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00:41:26

Your Story Is Your Superpower: Why Every Leader...

CMOs Without Borders ·

2025/11/18

Every great leader eventually runs into the same realization: expertise alone doesn’t set you apart — your story does. We sat down with Will Severns, co-founder of ShareYourStory.com, to explore how books, personal narratives, and authentic storytelling are becoming the next major differentiator for founders, financial advisors, and thought leaders.Will shared how he and his team have helped more than 200 authors turn lived experiences into powerful narratives that build trust, deepen relationships,

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00:32:52

Building Authentic Networks with Clay Hicks, Founder...

CMOs Without Borders ·

2025/11/09

In this episode we sit down with Clay Hicks, founder and CEO of H7 Global Network, to unpack what authentic networking really looks like and how founders, financial advisors, and entrepreneurs can build relationships that actually move the needle.Clay shares the story behind H7’s rise from a regional Ohio-based network to a global community spanning 23 countries, all grounded in one simple philosophy: “Connect. Serve. Ask.”🔑 Key TakeawaysTrust is the currency of connection. Clay emphasizes that

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00:43:09

Why Most Marketing Funnels in Financial Services...

CMOs Without Borders ·

2025/10/29

In this episode of CMOs Without Borders, hosts Joel Crampton and Mandy MacPhee tackle one of the most persistent problems in financial-services marketing: why most funnels still don’t convert.From RIAs to fintechs, firms spend heavily on awareness and ads — but too often, those efforts fail to translate into meaningful conversations or new clients. Joel and Mandy break down what’s really going wrong and share how to build a full-funnel marketing system that works in today’s multi-channel,

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00:57:28

Reimagining Legacy: How AI and Storytelling Are...

CMOs Without Borders ·

2025/10/15

EPISODE OVERVIEW In this episode, hosts Joel Crampton and Mandy MacPhee sit down with Randy Frisch, founder of Trusty, an AI-powered estate planning platform redefining how families manage, document, and pass down their legacies. With $84 trillion set to change hands in the coming decades, Randy shares how technology, emotion, and storytelling can transform estate planning from a cold, legal process into a deeply personal, human experience. This conversation explores how advisors and families alike

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00:57:55

The Importance of Founder-Led Demand Creation

CMOs Without Borders ·

2025/09/24

When founders tell their story, they don’t just market their product or service, they create demand and separate their company from the competition. In this episode, Joel Crampton and Mandy MacPhee sit down with fellow fractional Chief Marketing Officer Chris Downey to unpack a modern, founder-led approach to building pipeline — show up where your buyers already consume content, earn trust with your authentic voice, and make conversion dead simple when they’re finally ready.Top Takeaways:Creation

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00:44:29

AI: The Great Equalizer in Financial Services Marketing

CMOs Without Borders ·

2025/09/11

Financial institutions are waking up to the power of AI in accelerating their marketing engines. In this episode, Heather Gerdes, co-founder of Promode.ai, joins Joel and Mandy to unpack what real adoption looks like inside banks, credit unions, and RIAs. We dig into customer-driven demand for better digital experiences, how to keep compliance tight while moving faster, and why AI is an amplifier that still needs human strategy. We also get technical about context windows, RAG, workflow bottlenecks,

en

00:39:24

How Financial Services Firms Can Stand Out in the Sea...

CMOs Without Borders ·

2025/08/26

In this episode of CMOs Without Borders, hosts Joel Crampton and Mandy MacPhee dive into one of the biggest challenges facing financial services marketing today: the Sea of Sameness.From fintechs to RIAs to credit unions, firms are sounding more and more alike, shouting the same claims about being “client-focused,” “digital-first,” or “fee-only.” But if everyone is saying the same thing, how do you actually stand out?Joel and Mandy share personal stories, cross-border perspectives (U.S. and Canada),

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00:41:01

Why Most Financial Services Marketing Plans Fail (and...

CMOs Without Borders ·

2025/08/10

Before you spend another dollar on marketing, find out if your plan is already broken.Most marketing plans at financial services companies don’t fail because of sloppy execution — they fail before they even start. In this first episode of CMOs Without Borders, Mandy MacPhee and Joel Crampton unpack the hidden reasons plans break down, from fuzzy positioning and misaligned teams to leadership that undervalues marketing as a growth driver.You’ll hear real-world examples from both sides of the border,

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13 results

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