Case Studies

Advice One

Alex Lopez — Thu, 04 Jun 2026 16:47:54 GMT

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

Capital Group

Alex Lopez — Thu, 04 Jun 2026 16:46:01 GMT

The Problem

Capital Group launched a new brand for its private wealth services division but advisors were not adopting the new language or messaging. Ficomm interviewed the advisors and discovered that while they loved the new brand, it wasn’t helping them win any new clients. Digging in further, Ficomm discovered that all the advisors had the same bio and no digital assets aside from headshots.

Sanctuary Capital Raise

Alex Lopez — Thu, 04 Jun 2026 16:41:21 GMT

The Problem

Sanctuary Wealth secured a $175 million investment from Kennedy Lewis Investment Management to fuel its M&A strategy and continue to elevate its offering to breakaways and independent advisors. The firm needed to communicate this capital raise to their stakeholders.

SEIA Capital Raise

Alex Lopez — Thu, 04 Jun 2026 16:38:54 GMT

The Problem

Signature Estate & Investment Advisors raised capital to fuel its growth goal to become a $50 billion firm within five years. The firm needed support to build a strategy and plan to achieve this goal.

Thrivent Advisor Network (TAN)

Alex Lopez — Thu, 04 Jun 2026 16:35:35 GMT

The Problem

Thrivent Advisor Network (TAN) decided to move from a product-based to advice-first organization and needed a human-focused change-management approach internally in order to take the new value proposition external.

Wealthcare Content

Alex Lopez — Thu, 04 Jun 2026 15:48:47 GMT

The Problem

Wealthcare wasn’t seeing the desired return on its content marketing efforts, and was finding that the work associated with creating the content was too much to keep up with.