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The Problem
AdviceOne, a growing RIA focused 100% on serving engineers and executives in aerospace, defense and techology, was in the middle of succession planning and transition and needed a marketing strategy to support next gen advisors, drive inbound leads, and support and expand the next level of clients
Proposed Solution
Ficomm proposed a two-pronged approach to address the succession planning and marketing needs separately. To address the succession planning needs, FiComm recommended highlighting the next gen advisors with digital content, new messaging to differentiate the team, and a YouTube and testimonial strategy.
Ficomm also recommended modernizing the website to elevate design, clarify messaging to speak to specific targeted audience, and simplify the conversion pathway.
Execution
Ficomm worked closely with AdviceOne’s leadership, to analyze the target client personas and revise the firm’s key messaging to speak directly to them in a meaningful and impactful way. Ficomm developed a Growth Marketing Blueprint with carefully crafted messaging, market analysis, and recommended marketing tactics. Ficomm’s next step was to collaborate with AdviceOne to film advisor videos, create educational videos, build a modern and engaging website with a clear conversion path, and create an engaging social media experience on LinkedIn and YouTube to help drive web traffic. These tactics set the foundation for a prospect email and paid digital strategy that would bring leads into the newly created content ecosystem.
Results
AdviceOne has a beautiful, modern, high-converting website that is helping more potential clients schedule consultations and discover why AdviceOne is the best fit for them. The firm is also following a schedule of producing and publishing educational videos and social content to humanize advisors while showcasing their expertise and commitment to serving their niche, attracting even more potential leads.