Gail Graham

Gail Graham is a strategic marketing executive with extensive experience in the wealth management and financial advisory industry.3 She is the founder and principal of Graham Strategy, LLC, a consulting firm that works with large wealth advisory firms and organizations to improve their marketing strategies and overall business operations.57

Career Highlights

Previous Roles::

• Chief Marketing Officer (CMO) at United Capital24
• Executive Vice President of Marketing and Business Development at Fidelity23
• Marketing executive in the private wealth division of PNC Bank1

Current Role:: Gail now runs her own consulting firm, Graham Strategy, where she:

• Works with advisory firms and B2B vendors serving financial advisors1
• Helps companies identify gaps between their strategy and operations4
• Focuses on transforming businesses in the wealth management sector2

Expertise and Approach

Gail is known for her strategic thinking and innovative approach to marketing in the financial services industry. Her expertise includes:

• Crafting relevant marketing messages for target clientele1
• Researching and understanding consumer needs in the financial sector1
• Developing authentic branding strategies for advisors5
• Helping advisors demonstrate tangible value to clients2

Gail emphasizes the importance of understanding the audience and focusing on what matters to them, rather than simply promoting services.1 She advocates for advisors to think strategically about their value proposition and to be future-focused in their approach to serving clients.2

Despite describing herself as "Almost retired but super busy!" on LinkedIn3, Gail remains active in the industry through her consulting work and thought leadership contributions.6