Tell us where you want to grow.

Book 30 minutes with Sarah Falcon and we will look at where your clients come from today and where you want growth to come from.

What to expect

• 30 minutes with Sarah Falcon.
• We talk through where your clients come from today and the growth goal you have in mind for the next 12 months.
• If there is a fit, Sarah outlines next steps after the call.

Helpful to have on hand: your approximate assets under management, your top sources of new clients, and the growth goal you have in mind.

Sarah Falcon

Founder, Kestrel

Sarah is a fractional CMO with 20+ years of marketing leadership across technology, B2B, D2C, and financial services. She works with independent RIAs between $300M and $1B in assets.

Prefer to write?

Send a note and Sarah will reply within one business day.

Other inquiries

Partnerships, press, or podcast invitations: email