We're brand builders helping trusted advisors grow beyond referrals

Jack Carroll is a growth strategist, brand advisor, and entrepreneur who has spent more than three decades helping founder-led businesses clarify their vision, strengthen their market position, and accelerate growth.

As the founder and owner of a 15-person marketing communications firm, Jack built his career partnering closely with founders, executives, and leadership teams to solve complex growth challenges. His expertise spans brand strategy, positioning, communications, business development, and go-to-market planning, helping organizations transform strong businesses into recognized market leaders.

Throughout his career, Jack has served as a trusted advisor to founders across a wide range of industries, including extensive work with RIAs, breakaway advisor teams, wealth management firms, and other financial services organizations. His experience includes leading rebranding and renaming initiatives, launching new services and business lines, supporting market expansion strategies, developing thought leadership platforms, and coaching executives on leadership and communication.

Jack has also chaired advisory boards for founder-led businesses and served in fractional Chief Marketing Officer roles for rapidly growing wealth management firms, providing strategic leadership during periods of significant growth and transition.

As Co-Founder of AdvisorForward, Jack works directly with advisory firms to develop growth strategies that strengthen brand positioning, increase market visibility, and create sustainable business development systems. He leads client strategy, account management, content development, and sales and marketing coaching, helping firms build the infrastructure needed to scale while preserving the relationships and culture that define their success.

Jack is passionate about helping advisors and founders move beyond incremental growth and build businesses that create lasting enterprise value.

Alex Carroll is a product designer, technologist, and entrepreneur who has spent his career building the brand systems and infrastructure that turn expert businesses into recognized market leaders.

With a background spanning product design, technology, and brand strategy, Alex partners with founders and leadership teams to turn positioning and messaging into working systems people can actually use. His expertise covers brand architecture, content systems, product design, and the technology that connects strategy to execution, helping organizations make the quality of their work visible to the audiences they want to reach.

Throughout his career, Alex has worked closely with advisory firms and financial services organizations, including RIAs, breakaway advisor teams, and wealth management firms. His work includes designing brand libraries and messaging frameworks, building content production systems, and developing the technology infrastructure that lets firms produce original, on-brand content at a consistent pace without adding headcount.

Alex is the architect behind AdvisorForward's core frameworks, including the Expertise Engine and the structured brand library that anchors every engagement. He focuses on translating a firm's positioning into durable, owned assets, documented frameworks, audience profiles, and content systems that keep working long after the initial build.

As Co-Founder of AdvisorForward, Alex leads product, design, technology, and brand systems. He owns the development of the firm's proprietary methodology and the platform that houses each client's brand assets, designing the infrastructure that makes proactive, compliance-aware content production possible.

Alex is passionate about giving advisors' expertise the visibility it deserves, building the systems that let great work speak for itself to the clients who need to see it.