Interaction with clients and customers, product touch points, customer experience and much more puts the CMO squarely in a position to guide big deals to happen.

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All of this requires a lot of personal interaction with clients about their aims and the message they're trying to convey in their spots, according to Eric Ronning, a radio industry veteran and managing partner of Ronning Lipset Radio, which sells online radio advertising.

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Since advisors are required to store electronic communications with clients, LinkedFA has made the interaction easier by automatically storing communication for six years.

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The firm opted for a 12-hour training program that focused heavily on interaction not only between new staffers and current team members, but also with executives posing as advertising clients.

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