# Craft Impact: A Growth Marketing Agency for RIAs

> Craft Impact is a St. Petersburg growth marketing and communications agency built around a deliberately narrow proposition: act as the outsourced CMO and execution team for independent financial advisers. Founded by Stephen Beach and Traci McMillan Beach in 2012, the small, remote-first firm combines positioning, websites, content, HubSpot, sales enablement and client communications, while judging the work against business goals rather than a pile of channel metrics.

- **Founded:** 2012
- **Headquarters:** St. Petersburg, United States
- **Founders:** Stephen Beach (Co-Founder and CEO), Traci McMillan Beach (Co-Founder and Chief Strategy Officer)
- **Products:** Outsourced CMO and marketing team, Messaging and brand strategy, Website, SEO and GEO, Content and client communications, HubSpot and sales enablement
- **Notable:** Founded in 2012 and reports client relationships lasting more than a decade., For Burney Wealth Management, reported a 230% increase in average monthly webinar registrations and 750% more website conversions per quarter after a new site and lead-magnet program., For Graber Manufacturing, reported a 170% sales-revenue increase over three years without capital investment.

## Products & services

- **Outsourced CMO and marketing team** — Strategy and execution for RIAs, including planning, project management and specialist support from a small team with founder oversight.
- **Messaging and brand strategy** — Client interviews, audience definition, messaging frameworks, visual identity and sales collateral designed to make an advisory firm's value easier to understand.
- **Website, SEO and GEO** — Website design and development, conversion optimization, search strategy, analytics and content that help qualified prospects find and understand the firm.
- **Content and client communications** — Articles, email newsletters, podcasts, video, webinars, social distribution and transition communications for clients, prospects and referral partners.
- **HubSpot and sales enablement** — CRM setup, segmented lists, workflows, sequences, pipelines, reporting dashboards, training and trackable sales collateral.
- **Craft on Tap** — A free podcast and video series hosted by Stephen Beach and Faustin Weber about growth marketing for RIAs.

## Achievements

- Founded in 2012 and reports client relationships lasting more than a decade.
- For Burney Wealth Management, reported a 230% increase in average monthly webinar registrations and 750% more website conversions per quarter after a new site and lead-magnet program.
- For Graber Manufacturing, reported a 170% sales-revenue increase over three years without capital investment.
- A client testimonial says its growth rate doubled after working with Craft Impact and that the new clients were a better fit.
- Built Craft on Tap into a recurring educational podcast and video series for independent financial advisers.

## Latest updates

- **2026-08** — Craft on Tap reached episode 35 with a discussion of Google Local Service Ads for advisory firms, including two reported qualified leads that became clients for one well-prepared RIA.
- **2026-05** — Craft on Tap hosted Kendra Wright of Rebel Media Agency for a discussion of what is and is not working in RIA marketing.
- **2026-03** — Published its six-metric framework for advisory firms, with AUM growth as the north-star measure.
- **2026-02** — Published an account-based marketing playbook for advisory firms targeting specific employers or professional groups.
- **2025-11** — Explained how COVID-era advisor-transition work led Craft Impact to specialize more deeply in RIAs.

## Links

- Website: https://craftimpact.com
- LinkedIn: https://www.linkedin.com/company/craft-impact-marketing
- Twitter/X: https://twitter.com/Craft_Impact
- Facebook: https://facebook.com/craftimpactmarketing

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Profile page: https://yespress.io/craft-impact-a-growth-marketing-agency-for-rias
Published by YesPress — https://yespress.io
Last updated: 2026-09-21