Fractional CMO | Strategic Marketing Leader | Managing Director at Strategic Brand Builders | Creating High ROI Marketing Strategy

I build marketing machines that scale — not just campaigns that look good on paper.

Over the last 10+ years, I’ve helped $3M+ businesses clarify their message, build systems that support growth, and align marketing with sales and finance. Whether leading internal teams or collaborating with external vendors, I bring a CMO-level mindset to every challenge: strategy first, execution built to scale, and ROI that actually holds up under scrutiny.

From brand positioning and funnel design to performance marketing and CRM optimization, I’ve worked with founders, CFOs, and EOS implementers to turn chaos into clarity — and marketing into a true growth lever.

🧠 What I bring:
- Executive-level strategy with hands-on systems thinking
- Deep experience across brand, demand gen, and marketing ops
- Team leadership that drives performance and accountability
- A track record of turning vision into revenue — fast

Right now, I’m open to:
- Full-time marketing leadership roles (VP or CMO-level)
- Fractional CMO partnerships with companies ready to scale but not ready to hire in-house

When I’m not building marketing systems, you’ll find me surfing, exploring new cities, or taking the long road with the top off my Jeep. I believe the best businesses are the ones that give you freedom — and I help build the kind of marketing that makes that possible.

Want to jam on strategy, growth, or whether your marketing’s really working?
📅 Let’s talk — I promise it’ll be more fun than your last “brand audit.” https://app.reclaim.ai/m/trent-warner/quick-meeting

Trent Warner

Empowering Executives, Entrepreneurs, and Small Businesses to Reduce Taxes ⬇️ and Grow Wealth ↗️| Austin 40 under 40 , Dad, Insatiably Curious🤓, Love 📚☕️ | Podcaster & Speaker📡 D.A.M. & Exit Planning Forum

You’re earning more, building more, accomplishing more.
Yet your financial life still feels more complicated than it should.

If you’re a professional with equity compensation, you know the feeling. Your RSUs keep vesting, your income keeps rising, but your clarity isn’t rising with it. Taxes surprise you. Timing decisions feel high-stakes. Concentration risk keeps growing. And despite your success, you don’t feel fully in control of the wealth you’re trying to build.

My team and I help fix that.

We’ve served more than 2,000 clients with a 98 percent retention rate, including leaders at Microsoft, Google, Facebook, Salesforce, Ecolabs, Apple, ARM, Dell, Q2 and many more.

Here’s how our Equity Clarity Framework helps professionals turn equity into real wealth:
→ Tax-efficient equity planning
→ Systematic selling strategies
→ Concentration risk reduction
→ Long-term wealth architecture for early retirement and better quality of life

Your equity should build wealth, not anxiety.

If you’re a business owner preparing for a transition in the next 3 to 5 years, the stakes are even higher. You’re thinking about:
→ Valuation and deal structure
→ Taxes and advanced mitigation strategies
→ Estate planning and legacy
→ Timing, liquidity and personal readiness
→ The future of your team and family

You don’t just need an exit plan. You need clarity and strategy.

Through our Business Transition Clarity System, we guide owners through:
→ Transition readiness
→ Advanced tax reduction and mitigation
→ Wealth gap and liquidity analysis
→ Coordinated execution with your advisory team

Better preparation creates better outcomes for you and your next chapter.

I also help financial advisors scale. After leading a billion-dollar wealth division, I learned most advisors don’t lack talent. They lack leverage. Through the Forefront Advisor Network and ScaleCon, we help advisors build real businesses with:
→ Systems
→ Automation
→ Brand authority
→ Team structure and support

So they can grow without burning out.

Outside the work, I’m a husband, father of five, book-and-coffee enthusiast and Austin 40 Under 40 honoree who believes every interaction is an opportunity to create meaningful impact.

If you want more clarity, control or growth, I’d love to connect.
Message me directly or click the link at the top of my profile to get started.









Advisory services are offered through Forefront Wealth Partners LLC. Securities are offered through Calton & Associates, Inc., member FINRA and SIPC. Forefront is not owned or controlled by Calton &amp; Associates, Inc.

Eric J. Negron, CEPA® ♟️

I hope your wife understands…

That’s what my client Susan said to me.

“I hope your wife understands that she has to share you, because you’re the person I talk to about things like this in my life.”

We were having a heart-to-heart conversation about her boyfriend moving into her home and the complexity that created from an estate planning standpoint.

Susan’s husband, Robert, passed away ten years ago.

She was referred to me back then because she needed help settling his estate and making sense of what life looked like next. She was already at retirement age and wanted to be thoughtful, intentional, and protected with her money.

Over time, we built a plan.
And more importantly, trust.

A while back, Susan called me excited.

She had found love again.

She had started dating someone she had known and been friends with for many years.

I’m always protective when a new partner enters the life of a widow. Not out of judgment, but because I’ve seen how vulnerable grief can make someone and how important it is that their independence and security remain intact.

In Susan’s case, she had known her boyfriend for over fifteen years. I’d met him a few times, and he genuinely seemed like a good human.

Now they were talking about moving in together.

And Susan wanted to be very clear about two things.

If something happened to her, she wanted him to be able to stay in the home.

But if something happened to him, she wanted everything to flow cleanly to her daughters and grandchildren.

No confusion.
No conflict.
No unintended consequences.

So we talked it through.

The strategy.
The estate planning updates.
What needed to change and what didn’t.

Not rushed.
Not emotional.
Just thoughtful.

And that’s when she said it again.

“I hope your wife understands that she has to share you, because you’re the person I talk to about things like this.”

I hung up that call feeling really good.

Not because of the technical planning.

But because of how we show up.

As an empathetic thinking partner.
As someone clients trust with hard, personal conversations.
As someone who helps them make smart decisions so they can live with confidence, not fear.

That’s the work.

And I’m incredibly grateful for it.

Eric J. Negron, CEPA® 📈

Wealth CFO for Professionals with Equity Comp and Business Owners Ready to Transition Now or in 3-5 Years | Helping 70,000+ Advisors Scale 🚀 | Financial Broadcaster 🎙️ | 5x Dad life ❤️ | Books & Coffee 📚☕

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I’ve been creating content seriously for the last four years.

During that time, I’ve had hundreds of conversations with other advisors about one core challenge:

How do you create consistent content without it turning into another full-time job?

I talk a lot about efficiency, so I wanted to share a few of the technology tools that have genuinely helped me grow and stay consistent.

Here’s what’s in my content stack right now:

1. Fireflies.ai  (AI note-taker)
This one is a game-changer.

I have Fireflies join every meeting I do client meetings, prospect conversations, and strategic partner calls.

What makes it powerful is the built-in ChatGPT integration. After a meeting, I can ask:

“Give me 10 social media post ideas from this conversation”

“What are 5 topics I should cover in my client newsletter?”

“Pull out the most shareable one-liners from this call”

Instead of staring at a blank page, I’m creating content from real conversations.

2. Zoho  Notebooks + ChatGPT  + Wispr Flow 
Zoho Notebooks is where I capture ideas.

I keep different notebooks for different themes and use tags to organize everything. From there:

ChatGPT becomes my thinking and formatting partner

Wispr Flow lets me talk through ideas much faster than typing

It allows me to move ideas from my head to a draft quickly, without friction.

3. Metricool  (content scheduling and analytics)
Metricool has become my central hub for content.

It connects to LinkedIn , Instagram , Facebook  , TikTok  , YouTube  , X, Threads, Bluesky, Google My Business, blogs, and websites. It also handles scheduling, analytics, and smart links.

Everything lives in one place, which saves a massive amount of time.

4. Supergrow  (engagement tracker)
I use Supergrow to stay intentional with engagement on LinkedIn.

I keep a curated list of people I want to support and learn from, and Supergrow creates a custom feed of only their posts so I can engage consistently without endless scrolling.

None of these tools replace thinking or authenticity.
They simply remove friction so I can focus on ideas, conversations, and relationships.

If you’re an advisor looking to become a Financial Broadcaster in 2026 so you can win new business and attract ideal clients grab our Resources Kit below 👇🏽📈

https://lnkd.in/gngGFVBE

It’s built to help you create content with clarity, consistency, and intention.

---

Shout out to Joe Moss 🚀🔥  for inspiring this post... sine he's always putting out posts like this. Also for Frank Rekas, CPFA  who recently wrote a post about how he uses Supergrow, see his posts in the comments below.

70,000 advisors.
10 million clients.
By 2031.

This past week, our firm leveraged automations to free up 217.5 hours of time.

If the average team member works 40 hours a week, that is the equivalent of almost 5.5 full-time team members.

Here is the math:

217.5 hours saved
$40 per hour
$8,700 saved per week

Assuming 48 working weeks per year, that equals $417,600 in annualized cost.

But that is not the real story.

Last week, our leadership team spent two full days with our incredible business consultant, Megan Alarid , planning the impact we want to make over the next five years and far beyond our lifetime.

We aligned around three goals that outlive us:

Elevate every business we enter into

Train and develop the next generation of advisors

Help our partners create meaningful legacies for their families

Those 217.5 hours were not just saved.

They were intentionally reinvested.

Into planning how to positively impact 70,000 advisors across our industry.
Into creating better outcomes for 10 million clients.
Into building something bigger than any one firm, any one year, or any one of us.

A lot of people talk about automation as a way to free up time.

That is absolutely true.

But what they do not talk about enough is this:

When you free up time, you gain the space to think bigger.
To build vision.
To design impact.
To create legacy.

Automation does not just give you efficiency.
It gives you perspective.

And perspective is where meaningful work and meaningful lives are built.

If you are a financial advisor reading this and this vision resonates with you, we would love to connect.

Use the link below to join our Advisor ScaleCon Community.
It is free, and it is where we are actively running toward this mission.

📈📌https://lnkd.in/gZ-zmwgT

70,000 advisors by 2031 or sooner.

This is just the beginning.

70,000 advisors.

That is the number of Advisors we are committed to helping scale by 2031.

It is a massive goal.
And it would be impossible if my team were buried in spreadsheets and busywork.

This past week, automation did the heavy lifting so we did not have to.

Here is the math:

379 tasks automated using Zapier 
189 hours saved
$7,560 in value reclaimed this week
$362,880 in projected annual impact

That is not just money.

That is time reinvested.

-Into building new Advisor ScaleCon frameworks.
-Into clearer messaging and systems for our community.
-Into one on one conversations with 10 advisors who are ready to change the trajectory of their firms through the Forefront Advisor Network.

This is what automation actually unlocks.

When systems handle the digital weight, we are free to carry the mission.

And helping 70,000 advisors scale is a heavy lift.

Which is why I have traded the skinny jeans for heavy squats.
If you are going to carry something meaningful, you better be strong enough to support it.

Build systems.
Build strength.
Scale intentionally.

How are you buying back your time this week? Let me know in the comments below.

I love it when clients say this.

“Thank you for catching that.”

Last week, Karen said those exact words.

Here’s what happened.

Karen and Mark had forgotten to make their IRA and spousal IRA contributions.

All $15,000 of it.

They’re retiring in two years at age 56.

When you’re retiring early, every dollar matters.

We caught it during their financial update meeting.

No panic.
No scrambling.
Just relief.

A few days later, I drove to their house to pick up the checks.

Yes, I still make house calls.

Here’s what most people don’t see.

My team spends 2–4 weeks preparing for every client meeting.

We review our Four Pillars of Financial Planning:

• Cash and Liabilities
• Asset Protection
• Taxes
• Investments

That preparation creates these quiet moments.

No stress.
No drama.

Over the years, Karen and Mark have:

• Moved their retirement up six years (from 62 to 56)
• Built a tax-efficient retirement income plan
• Reduced investment risk using our 3Dx approach
• Created a clear strategy for their RSUs
• Established trusts and a thoughtful charitable giving plan

None of this happened overnight.

It happened through preparation.
Consistency.
And someone paying attention to the details.

Good financial planning doesn’t feel dramatic.

It just feels like someone saying,

“Thank you for catching that.”

And that’s exactly how it should feel.

If my team and I can help you think through these kinds of decisions, send me a direct message or grab time through the link in the comments.

We’re always happy to help.

Our team just launched our new website for Forefront Advisor Network.

We have been working on aligning our messaging with everything we do to help advisors Scale their businesses and Become all they are capable of becoming.

If you're an advisor who has been looking for a firm that is obsessed with helping you become successful and serve your clients at the highest level, give our new website a look. 

If you're ready to move beyond traditional financial planning and elevate to Integrated Wealth Management... you will find no better firm to partner with in the market.

Most advisors don’t need another big idea.

They need support that’s steady.

Guidance that’s practical.

And resources that respect how hard this work actually is.

That’s what shaped the new Forefront Advisor Network site.

This refresh wasn’t just about looking different.

 It was about showing up better.

Clear frameworks. Real conversations. Tools built by advisors who’ve lived the tradeoffs and want to make the path forward less lonely.

If you’re building with intention and want a place that meets you where you are, start here. 👇

Open article: Forefront Advisor Network by f.mtr.cool

Some clients don’t hire you right away.
They watch how you show up first.

Six years ago, my client Rebecca called me and said,
“My sister Paula is going to be reaching out to you.”

Paula was stepping into a role no one really prepares you for.

She was the trustee over her mother Maria’s finances.

Maria had just sold her home in New York and was moving to Florida. There were proceeds to invest, decisions to make, and emotions everywhere.

Aging parents.

It’s the thing no one warns you about until you’re living it.

Two years ago, I finally met Paula in person.

But not under the circumstances any of us would have chosen.

Her sister Rebecca had lost her battle with breast cancer.

Grief has a way of collapsing time.
Of turning financial conversations into something deeply personal.

And through it all, we stayed connected.

Late last year, I received a text message from Paula.

“I am excited about working with you and your team.
I know you have my best interest at heart.”

That message meant everything.

Because six years after we first worked together on her mother’s finances, Paula was now ready to work with us personally.

She and her spouse have built an incredible life.

Over $10 million in assets.
Multiple properties across four states.

And yet, they felt disorganized.

Too much money sitting in cash, quietly losing value to inflation.
Investments without a clear strategy.
A spouse preparing for retirement with no clear plan.

But the thing that ultimately triggered this?

They don’t have an estate plan.

Paula and her spouse were recently married. They’ve been together for ten years.

Making sure each other is protected matters deeply to them.

They’ve lived enough life to know how quickly things can change.

Our team is honored for the opportunity to help them bring clarity, structure, and peace of mind to this next chapter.

But that text message?

That’s the real win.

Because trust isn’t built in one meeting.

It’s built over years.
Through transitions.
Through loss.
Through consistently showing up when it matters most.

And that’s the kind of work I’m grateful to do.

I’m giving away a Million Dollar Marketing Playbook for advisors who want to scale in 2026.

Let me ask you something.

Ever feel busy with marketing
but not actually growing?

Posting here.
Trying that.
Meeting with vendors.
Evaluating platforms.

Activity everywhere.
Progress nowhere.

That was me.

For years, I confused motion with momentum,
and it cost me time, money, and confidence.

Everything changed when I stopped asking:

“What tactic should I try next?”

And started asking:

“What framework will I commit to?”

That shift happened after listening to The Pumpkin Plan by Mike Michalowicz  and realizing a hard truth:

Marketing isn’t about doing more.
It’s about doing the right things consistently.

That insight led to a clear, advisor-specific marketing framework.
One we used to scale our firm into seven figures,
and one we’re now on a mission to use to help 70,000 advisors across the country.

No guessing.
No shiny objects.
No random tactics.

Just a repeatable playbook that fits how advisors actually grow.

If your marketing feels scattered…
If you’re tired of chasing the next idea…
If you want a plan you can actually stick to in 2026…

👇 Start here.

https://lnkd.in/gjThmfCX

Grab the Million Dollar Marketing Playbook below and build momentum that compounds.

Because clarity beats complexity.
And the right framework changes everything.

The biggest mistake advisors make isn’t bad marketing.
It’s listening to the wrong people.

Most advisor marketing advice falls flat for one simple reason:

It isn’t built by advisors.

It’s built by marketers who don’t sit across from clients.
Who don’t navigate compliance.
Who don’t build trust for a living.

I learned that the hard way.

For years, I spent money on websites, consultants, and lead-gen services that looked great on paper…
but never quite worked in real life.

And then it clicked.

Advisors don’t need more marketing ideas.
They need a system that fits how advisors actually grow.

That realization came while listening to The Pumpkin Plan by  Mike Michalowicz  

Instead of chasing everyone, it taught me how to focus on the right people
and how momentum is built through clarity, consistency, and intention.

So we applied that thinking.
Built a framework around it.
And committed to it.

The result?

A seven-figure advisory firm
and a marketing framework now used by 300+ advisors nationwide.

No gimmicks.
No forcing tactics that don’t feel natural.
No pretending advisors are something they’re not.

Just a clear, repeatable system
built by an advisor, for advisors.

If you’re tired of forcing marketing that doesn’t fit…
If you’re done listening to people who don’t live your reality…
And if you want a marketing approach that finally makes sense…

Click the link below to signup for a copy of our Marketing Framework  👇

https://lnkd.in/gJNRBhf2

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Eric J. Negron, CEPA® ♟️

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