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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.
Proposed Solution
FiComm recommended the support of an outsourced chief marketing officer to deliver a three- year strategic marketing strategy and execution plan for robust organic and inorganic growth. They suggested a one-year commitment to the oCMO to audit the firm’s marketing capabilities, make recommendations, and create the strategic plan including a timeline of deliverables.
Execution
FiComm’s Executive Vice President and Head of Integrated Communications acted as SEIA’s oCMO and with the support of the team, performed a comprehensive audit of the firm’s marketing department. That audit let to a three-year strategic marketing plan with multiple phases to drive growth. Phase 1 included a revitalization of the firm’s brand to reflect humanized advice. Phase 2 included a website revamp to elevate its look and function. Phase three included brand awareness and engagement campaigns.
Results
At time of writing, SEIA is approximately halfway through its three-year strategic execution plan, and has already grown to $14 billion AUM. The firm has elevated its brand appearance and voice, leaning into to the human-aspect of financial advice. The website has been updated to reflect the refreshed brand and update its functionality. FiComm continues to deliver strategic and tactical support to help SEIA work towards its growth goals, elevating its brand awareness, and engagement with the industry. The firm’s brand awareness is growing, with a recent senior appointment stating that she’d read about SEIA in industry media and knew it was a firm she wanted to join.