Season 3 | Episode 1
Subscribe
We’re back with our first episode of season three of “New Skool,” and this year, Candice is running it solo! In every episode, she’ll be talking to you like it’s a private conversation about your firm’s marketing strategy. We hope you’ll enjoy this new format as much as we do!
Today, Candice is talking about reasons your growth may have stalled. The number one reason we see among stagnant advisors is that there is no strategy behind your marketing, so you end up chasing trends or skipping steps. In the end, you have no idea what’s actually working and what’s not.
If that doesn’t sound like you, then you might want to consider whether your approach to marketing is too intellectual or if your understanding of your ideal client is too fuzzy. Both of those round out the top three reasons firms find themselves on a plateau, and Candice addresses both in the episode.
Next, Candice touches on the buyer’s journey of modern consumers. Today, consumers validate advisors online before choosing who they will work with. They want to know if you work with people like them. Unfortunately, a lot of advisors fail to share their unique perspective on their website, and thus, fail to attract the right prospects.
Lastly, Candice offers up a couple tips to help you document a winning strategy and get a firm grip on your ideal client profile. Tune in to hear the whole thing!
About Ficomm Partners
Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts.