The Ficomm Growth Marketing Audit

Don't Spend Your 2027 Marketing Budget Repeating 2026 Mistakes

In four weeks, you will know what to start, what to stop, what to keep doing, and whether your budget is working. Get your brand and marketing program scored across eight categories by a team that works only with advisory firms.

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Clear, Actionable Findings to Support Next Year's Growth Strategy

Growth Marketing Scorecard

A structured report with ratings across eight categories, the key findings behind each one, and a prioritized roadmap your leadership team can act on.

  • GREEN = Strength, continue to build
  • YELLOW = Working, but underpowered
  • RED = Holding growth back

  • Growth Goals
    & Strategic
    Direction

    YELLOW

  • Ideal
    Client
    Clarity

    RED

  • Brand
    Positioning
    & Messaging

    YELLOW

  • Website &
    Digital
    Experience

    GREEN

  • Content &
    Thought
    Leadership

    YELLOW

  • Social Media
    & Advisor
    Visibility

    GREEN

  • Growth
    Infrastructure

    RED

  • Public
    Relations
    & Awards

    YELLOW

Live Walkthrough

A 1.5 hour session where we talk through the findings, answer questions, and discuss the growth opportunities that are ready for action.

Firms We've Supported

8 Categories Evaluated by a Team of Advisory Marketing Experts

Growth Goals &
Strategic Direction

Whether your marketing activity is built to serve the business goals you've set.

Ideal
Client Clarity

Whether the people you serve best can see themselves in your materials.

Brand Positioning
& Messaging

Whether your message says something your peer group can't.

Website &
Digital Experience

Whether your site reflects who you are and makes the next steps obvious.

Content &
Thought Leadership

Whether your content earns credibility with the clients you want.

Social Media &
Advisor Visibility

Whether your advisors are visible where prospects are already looking.

Growth
Infrastructure

Whether your systems can track, support, and sustain the growth you're after.

Public Relations
& Awards

Whether your industry visibility is earning credibility and search traction, including AI-driven search.

Consider a Marketing Audit if Your Firm:

Knows marketing needs work but isn't sure where to focus first.

Is heading into annual planning and wants a clear baseline for 2027 priorities.

Has tried marketing initiatives that haven't moved the needle and wants to understand why.

Is preparing to make a marketing investment and wants to know the highest impact activities to drive ROI.

Start in Time to
Shape Your 2027 Plan

The audit runs four weeks. To have findings in hand before your 2027 plan is finalized, schedule your Growth Marketing Audit today.

Schedule a Call