Case Study

Blackrock

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The Problem

BlackRock works with 30,000 advisors working across the country to provide investment solutions for their clients. They wanted to provide practice mangement value adds, such as marketing training, but simply didn’t have the deep marketing expertise or capacity to support all of them in their growth goals

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Proposed Solution

Ficomm reviewed the situation and recommended a scaled solution to educate and empower all the advisors to engage in marketing and drive growth.

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Execution

Ficomm developed an in-depth, self-service learning series, including videos, worksheets, and other resources, simulating the one-on-one Ficomm consulting experience. The learning series gave the advisors tools, resources, and frameworks to find solutions to their top marketing concerns while also fostering a mindset for success. The videos and worksheets cover topics such as how to create and execute a communications plan during a merger or acquisition, how to communicate with clients about market volatility, and how to leverage the power of video to develop trust online.

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Results

BlackRock launched the learning series with a live webinar that trained BlackRock’s employees to promote the program and encourage participation among advisors. The library of videos, worksheets, and other resources are available to all 30,000 advisors on the BlackRock Advisor Center, and have seen high adoption among advisors since launch.

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