

October Advisor Marketing Report: Advisors return to Fundamentals (but in a New Skool way!)
With lead lists getting colder, firms across the country are returning to the basics to drive...
With lead lists getting colder, firms across the country are returning to the basics to drive...
When building a strong brand, one often-overlooked but essential component is the brand promise—the...
Simply defined, a Content Mission Statement is a clear declaration of intent for your content...a...
Let’s dive into the meatiest one of all your foundational brand content—the Brand Origin Story. If...
Developing a compelling brand voice and personality can be a real challenge for financial advisors...
While your Value Proposition was all facts about YOU, your Positioning Statement is all about ...
Welcome to Ficomm’s first-ever Report on the State of Advisor Marketing, where we share new trends...
Organic growth is dead, they say. So how did one South Dakota bank double its wealth management...
There are plenty of formulas out there for creating an effective Value Proposition. Some are more...
Whether you're a solo advisor or you’re a big RIA platform, figuring out what content to create for...
I have a lot of graphic design and brand strategist friends who would disagree with me on this, but...
I have two words for you: Extreme...
In case you didn’t make it to Salt Lake City last month, I wanted to share a recap of Barron’s...
Advisors hate turning a potential client away, so a lot of them cringe at the idea of niche...
Anemic organic growth is the topic of so many industry conversations today—but not this one. In...
Cheers to the start of a new year and a fresh start! 🎉✨ As we step into the blank pages of 2024,...
If you’re trying to scale your business, how much more do you need to spend on marketing?...
We're approaching the end of the year (at the time of writing and publishing) – a time to look back...
Advisors love referrals. And we love to help advisors grow, which is why we recently partnered with...
Thinking about creating social media content consistently can feel overwhelming!! And you may be...
Presenting the initial marketing offer is one of the most important overtures financial planners...
Tiffany Charles fully embraces the potential that webinars offer advisors, but she's quick to...
Wealth management is still a growth industry. We’ll never have enough advisors to serve every...
If you want to reel in more social media followers, don’t cast a wider net; drop your line in a...
Do you ever feel intimidated staring at a blank screen, waiting for inspiration to strike as you...
The more people hear about you, the faster your business can grow organically. Getting prime...
What's your most powerful tool for attracting new clients? Your website!
As Seen in WealthManagement.com
If you haven’t heard, in February Bank of America Merrill Lynch ...
Yes, you can find opportunities to market financial advisors at scale—but first, you have to know...
In today’s digital age, podcasts are the ultimate platform for building authority and showcasing...
The rise of video as a powerful marketing medium hit turbo speed during the pandemic as the...
Looking after clients is at the heart of everything we do, while delivering a personalized and...
In today’s digital marketing world, your prospects and potential clients are making their buying...
Ever since the Securities and Exchange Commission (SEC) passed its new Marketing Rule last...
Social media has come a long way in a short time in our industry. LinkedIn, in particular, has...
Inflation. Market volatility. Recession. We don’t need to tell you that people naturally get...
The advisor of today knows that they need to be digital to connect and GROW. They also know that...
In the past two years we have seen an acceleration in the adoption of digital communications...
It’s that time of year again, when RIAs begin assessing their year-to-date spends and aligning...
Last December, the Securities and Exchange Commission (SEC) passed a new Marketing Rule to...
We’re ecstatic to announce that FiComm CEO and Co-Founder Megan Carpenter is being honored as part...
There’s a misconception in our industry...
Video has become one of the leading marketing mediums for advisors to drive loyalty, trust, and...
PR is a critical communications engagement tool that has the power to enhance a brand’s value and...
In a world fraught with over-messaging and brand de-personalization,...
From lead generation to paid and earned social media campaigns, native advertising to platform...
Public relations bolsters brands and businesses. Earned third-party credibility has the power to...
Bylined article may just be another word, or it might be an industry superpower. Understanding how...
Personal leadership is the belief that what you do matters. It’s faith in...
We are solidly into 2018, and with any luck, you’re a little...
If you own a business, you know that you should invest in marketing. That’s how...
To round out our discussion about...
Why don’t advisors...
Everybody likes to think they’re open-minded. But what if you’re really not?
As I said last time,...
Have you ever wondered, “Do I really need a Marketing or PR agency? Can’t I just do everything...
As I said in an earlier post: when you sell to advisors, you have to be authentic to your own...
How to be an outstanding PR spokesperson
Public Relations is challenging. Because it is by...
In my last post, I talked about why your story needs a good villain. About why you need tension,...
I have a question for you. You won’t understand at first why it’s important. But it goes right to...
Right this minute, we are watching the collision of two forces that are shaking advisor firms to...
This is the story of how we lost an account. It was a painful lesson, but one that’s worth reading...
These days, every advisor is looking to buy a marketing tool. Which explains why every vendor is...
Why did you go originally into business with your partners? And as a follow up: how long did it...
If you want to build your business, become a Ghostbuster. I’m not referring to the movie, exactly...
As I said in my earlier post, some advisors are running on empty—and don’t even know it yet. They...
There’s a looming marketing crisis the industry isn’t acknowledging. I encourage you to pay...
The financial industry overcomplicates things.
Marketers across the industry will sympathize with...
In my last post, I urged you to think carefully before launching a book or a podcast—not to...
Have you ever pictured your name on the cover of a book—or...
Do you know how to take a compliment? More importantly, do you know how to use a compliment?
Most...
You’ve seen the stats. Women already control most of the wealth in America, and our share is only...
Do you plan to spend more on marketing this year? Apparently, your peers do. According to the...
Right now, you should be running. At top speed. With a flag in your hand, ready to plant it in the...
If you’ve ever been to an industry conference or read an advisor...
What’s your plan for the next stock market crash?
I bet that question took you by surprise....
I know, I know. Your integrations are real. Not like those other guys. You integrate with more...
Some advisors say they want to stand out from the crowd—but they’re fibbing. They really want to...
As I’ve already explained, an exceptional service model can take your business quite far. Add a...
PR and sports have a lot in common. In sports, you get out what you...
How would you like to get so many referrals that they’re your number one source of inbound leads?...
If you sell to advisors, you’ve probably experienced at least one deal that seemed like a sure...
(Note: In this post, I’m speaking directly to all the marketing coordinators, marketing directors...
Sometimes, participating in an RFP process is like eavesdropping on an awkward first date. You can...
You and your vendors come from different worlds. Vendors love to work with large companies that...
I admit it. I didn’t get it for a long time. There I was, working in-house at advisor firms,...
At FiComm, we attend conferences with a certain passion that can only be explained by our...
In the Navy, I fixed combat aircraft. F/A-18’s and F-14’s primarily, with some EA-6B Prowlers and...
This is the second half of a two-part post. In the first, I gave you homework—a few questions to...
That is the question. You may not need a marketing department at all if your business is cruising...
I take a strong personal interest in the role of interns. That’s because my first job in business...
I know you love your product. I probably do too. But advisors just don’t.
I understand how you...
Are you an advisor? A vendor? Either way, I think you’ll be interested in the new weekly FiComm...