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Marketing Leadership for Employee Benefits & Financial Services Firms
I help benefits brokerages, RIAs, and financial services firms turn marketing from a cost center into a growth engine.
Allison Lantieri
Founder, North Woods Consulting
I spent more than a decade inside OneDigital, one of the fastest-growing employee benefits and financial services firms in the US — leading marketing through hyper-growth from $60M to $1B in revenue and hundreds of acquisitions.
Now I help firms like yours build the marketing engine that drives organic growth, supports M&A integration, and gets your producers and advisors the support they need to win.
Services
I work exclusively with employee benefits and financial services firms. Whether you're a benefits brokerage scaling through acquisition, an RIA building organic growth, or a wealth management firm trying to get more from your marketing team — I've been in your shoes and I know what works.
Marketing Assessment
& Roadmap
A rapid assessment of your marketing Operations, Strategy, and Talent that delivers a prioritized 30/60/90-day roadmap. Built specifically for benefits and financial services firms.
Fractional CMO
Support
Embedded marketing leadership for firms that need a growth-minded CMO without the full-time hire. I align your marketing team with producers and advisors, build the commercial playbook, and mentor your marketers to perform at a higher level.
M&A Marketing
Advisory
Buy-side and sell-side marketing strategy for firms in acquisition mode. I've led marketing through hundreds of acquisitions — I know how to assess incoming talent, integrate brands, and accelerate time-to-value.
Most benefits and financial services firms can't tie marketing to growth. Can yours?
Find out in 5 minutes with the MOST Assessment — a diagnostic built for your industry.
What My Advocates Say
Creative & Collaborative
"Allison's creative marketing leadership and ability to drive cross-department collaboration has left an indelible mark on our teams, our brand and the growth of our business."
Adam Bruckman,
CEO
Powerful & Inspiring
"Allison’s a powerful storyteller who understands how to connect with people and bring brands to life.
I've witnessed first-hand her ability to inspire colleagues and partners to strengthen culture and drive growth."
Dave Butler,
Co-CEO
Champion & Game-Changer
"Allison champions transformative marketing strategies that any CEO would be fortunate to see in action for their business. She's an undeniable game-changer!"
Sam Camens,
Managing Director
Why Consider My Services?
Your marketing team is busy but you can't tie their work to new clients or AUM growth. I fix that.
Your CMO and your CGO don't speak the same language. I bridge that gap — because I understand both seats.
You've made acquisitions but marketing is still fragmented across offices. I've supported hundreds of integrations and khow to unify without losing momentum.
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You need someone who knows benefits and financial services — not a generalist learning your industry on your dime.
