Advisor Marketing Bootcamp
Supercharge Your Firm's Marketing with FiComm Coaching, Workshops, and Accountability
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Reasons to Join the Advisor Marketing Bootcamp
Create a Brand that Stands Out
Develop an authentic marketing message that positions you to stand out in our industry's “sea of sameness.”
Drive Measurable Business Results
Create an expert-verified marketing plan tied to business metrics to focus your marketing activities and dollars.
Expand Your Impact through Digital
Leverage social media, SEO, and video to build trust, create value and drive meaningful impact with prospects and clients.
Who Benefits from our Advisor Marketing Bootcamp
Firms who believe in the power of marketing and digital, and need to equip advisors with the best program to drive greater organic growth.
Advisors ready to take their success to the next level by embracing a digital-first approach to their marketing.
What You Get with Advisor Bootcamp
A 12-month guided experience for getting your marketing strategy in tip-top shape.
DIY Video
Workshop 1
Leverage the power of video to create high-impact authentic connections with your clients and prospects. Take on assignments designed to get you out of your comfort zone and into the world of video FAST!
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- How to use video to connect + grow
- Scripting for high impact videos
- How to find your authentic tone
- Optimizing your video for distribution
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Growth Marketing
Workshop 2
Develop a compelling strategy and action plan that empowers you to show up authentically in the new model of communications and marketing. Connect your business goals to your “why,” get clear on your dream client and learn how to connect with them leveraging your unique strengths.
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- Measurably drives your business goals
- Empowers you to show up authentically
- Is focused on your specific clients and prospects
- Plays to your unique strengths and constraints
- Leverages modern communication mediums
It doesn't end here....
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Monthly Open Coaching
Come with your questions and FiComm's expert coaches will get them answered for you.
Monthly Masterclasses
1 year worth of rich classes with industry leading experts on a variety of marketing topics.
Peer Accountability
Monthly access to a vibrant community of like-minded advisors.
By the end of Bootcamp, you’ll have a tangible kit of key marketing assets needed to fuel your firm’s growth.
Hours of expert
led workshops
Days of
Guided Coaching
Monthly
Masterclasses
Peer
groups
Enroll Now
You’ll get direct insider communication that’s tailored to each step of your journey:
- 2 High-Value Workshops
- 12 How-to Masterclasses
- Monthly Guided Expert Coaching
- Monthly Peer Meetups
- Insider access to resources and events
- Exclusive invites to workshops...and more!
Key Output Deliverables:
- Market Planning
- Defined marketing goals
- Bank of brand messaging
- Ideal client profile
- Business metrics
- How-to resources
- Blueprint for video content
Meet Your Coaches
Hi, I'm Candice,
Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, I worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network.
- The best advice I have for anyone is to trust your instinct over anything else. Your inner GPS will never lead you astray.
- My Dream Job as a Kid: My dream job as a kid was to be a movie star! As cohost of The New Skool podcast I feel I've fulfilled on this, and I get to be myself.

Hi, I'm Carolyn,
VP of Advisor Growth Marketing at FiComm Partners. I join FiComm after several years as the lead Marketing Coach & Consultant for financial advisors within the XY Planning Network. My approach to marketing is both creative and analytical. I love helping firms achieve a creative flow that’s unique and exciting while also using tracking and metrics to learn what actually drives results for their business.
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