Courtney Browning

Helping Financial Leaders Bring Their Best Ideas to Life

Executive-level clarity. Relentless momentum. Results that matter.

Who I work with

If you’re a successful financial advisor or executive leader, chances are you’ve got no shortage of vision—just not enough time, structure, or support to bring it to life.Maybe you’re navigating growth, launching something new, or stuck in the “this should already be done” phase of a major initiative. That’s where I come in.I work with high-performing firms across the country to bring clarity, streamline execution, and get meaningful work across the finish line.

what I bring

With nearly 20 years across creative, advisory, and operational roles, I know how to move fast, stay compliant, and communicate with impact. I’ve launched a creative department at a top FMO, worked as a financial advisor, and led brand strategy for a national IRA education firm——giving me a rare blend of frontline insight and high-level strategy.

I’ve shaped national campaigns, rebranded firms, and guided high-stakes transitions—including RIA breakaways and M&A communications. I understand both the complexity of financial planning and the pressure of building a business—and how to distill both into messaging that resonates and drives action.Clients bring me in when momentum stalls—whether due to misaligned messaging, scattered execution, or shifting priorities. I bring structure, focus, and clarity to help your expertise connect—and your business grow.

what sets me apart

  • A rare blend of strategy + execution

  • Deep understanding of financial services

  • Comfort leading complex, cross-functional projects

  • A calm, clear voice in chaotic or high-stakes moments

WAYS WE CAN WORK TOGETHER

I offer fractional executive support for a limited number of high-impact clients. Engagements range from one-time consulting to longer-term advisory support, often focused on:

  • Strategic growth initiatives

  • Brand and message refinement

  • Marketing leadership and operational alignment

  • High-priority projects that need clarity + execution

Note: All ongoing engagements begin with a half-day intensive.
Availability is limited.

NEXT STEPS

If you're exploring the idea of working together, I recommend starting with a brief intro call to see if it’s a fit.