Your firm is growing. But not fast enough.

The SEC Gave You Permission to Use Testimonials. Why Aren't You?

Inside the operational gaps the SEC is flagging in 2026, and the straightforward fixes most firms are missing

Inside the 2026 Tiburon CEO Summit

What the Tiburon CEO Summit confirmed about organic growth, marketing, and the firms that will win the next decade

What RIA Firms Are Actually Saying About AI in Advisor Marketing

What our conversations with real firms reveal about AI content marketing for financial advisors in 2026

10 Beginning-of-Year Marketing Mistakes RIAs Are Still Making in 2026

Most advisory firms we talk to are sending emails, posting on LinkedIn, showing up at events, refreshing their websites, and maybe even braving the video realm …

Media Coverage Has Long-Term Value. Here’s How to Make It Last.

Don’t let your media coverage be a one-day win.

How to Leverage Award Wins & Finalist Recognition for Maximum Impact

Winning, or even being named a finalist, for an industry award is more than a pat on the back. It’s proof that your firm is doing something exceptional. In an i…

From Post to Platform: Making the Most of Media on Social

Media placements are powerful credibility builders, but only if your audience sees them. And in today’s digital world, that means showing up where your prospect…

You Landed Press - Now What? How to Turn Visibility into Momentum

Getting quoted in a trusted outlet or featured in a podcast isn’t just a win—it’s an opportunity. But too often, we see firms celebrate a media placement with a…

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 organic growth—but with a modern twist. I’m Candice Carlton, EVP a…

How to Craft a Brand Promise that Resonates

When building a strong brand, one often-overlooked but essential component is the brand promise—the "address number" on your brand messaging house. Like the num…

What content should you create? The Content Mission Statement

Simply defined, a Content Mission Statement is a clear declaration of intent for your content...a breakdown of what users can expect to learn from you consisten…

Expressing your why: The Brand Origin Story

Let’s dive into the meatiest one of all your foundational brand content—the Brand Origin Story. If you’ll think back to our house diagram at the beginning of th…

Curb Appeal: Developing Your Brand Voice and Personality

Developing a compelling brand voice and personality can be a real challenge for financial advisors and wealth management enterprises. Either they come from a co…

Positioning Statements for Wealth Management: Owning a spot in your ideal client's mind

While your Value Proposition was all facts about YOU, your Positioning Statement is all about context—where you fit in the mind of your ideal client. The purpos…

The State of Advisor Marketing–Suddenly, It's Personal

Welcome to Ficomm’s first-ever Report on the State of Advisor Marketing, where we share new trends and insights for driving organic growth that we’ve discovered…

Measurements That Matter: 2X Assets with 5+ People

Organic growth is dead, they say. So how did one South Dakota bank double its wealth management business in 8 years without a single acquisition? Welcome to the…

The 3 Ps: Crafting your unique Value Proposition

There are plenty of formulas out there for creating an effective Value Proposition. Some are more useful than others, but none of them are geared toward the per…

The secret to creating digital content that (actually) drives ROI

Whether you're a solo advisor or you’re a big RIA platform, figuring out what content to create for your marketing can feel overwhelming. “What content should w…

Structuring a Compelling Brand Message

I have a lot of graphic design and brand strategist friends who would disagree with me on this, but I’ll say it anyway: a great logo is easy to come by. But a l…

Are You Willing to Go to Extremes for Growth?

Going to Extremes to Win Business from Independent Advisors I have two words for you: Extreme specificity.

Barron’s Advisor Summit Recap: 100% Organic

In case you didn’t make it to Salt Lake City last month, I wanted to share a recap of Barron’s Advisor Independent Summit.

RIA Organic Growth Series, Part 2: How Adam Cmejla Went Narrow to Go Big

Advisors hate turning a potential client away, so a lot of them cringe at the idea of niche marketing. They think, “Why alienate 99% of the market just to chase…

RIA Organic Growth Series, Part 1: Brighton Jones & Organic Growth

Anemic organic growth is the topic of so many industry conversations today—but not this one. In today’s slow-mo growth environment, one wealth firm is pulling o…

Top Insights of 2023

Cheers to the start of a new year and a fresh start! 🎉✨ As we step into the blank pages of 2024, we thought we should reflect and compile some of our top learn…

This One Number Tells You What to Spend on Marketing

If you’re trying to scale your business, how much more do you need to spend on marketing? Profitability consultant Brandon Gray has shared a shockingly simple m…

Crafting Your Ultimate Budget to Supercharge Growth

We're approaching the end of the year (at the time of writing and publishing) – a time to look back and review your successes and opportunities for improvement …

How to Create Powerful Client Testimonials That Drive Prospects

Advisors love referrals. And we love to help advisors grow, which is why we recently partnered with Ted Goldwyn, Founder of Success Story Studio, to host a Mark…

How to ROCK Social Media with Consistency & Purpose

Thinking about creating social media content consistently can feel overwhelming!! And you may be wondering if it’s even worth it? The important thing to keep in…

How to Create an Initial Marketing Offer That Converts

Presenting the initial marketing offer is one of the most important overtures financial planners can make to prospective clients. Just like a high school dance,…

How to Run High-Impact Webinars that Convert

Tiffany Charles fully embraces the potential that webinars offer advisors, but she's quick to remind us that they're not a magical solution for converting new c…

Why Innovators Pounce When Growth Slows

Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s excitin…

How to Grow Your Social Media Audience

If you want to reel in more social media followers, don’t cast a wider net; drop your line in a smaller pond. While it may seem counterintuitive at first, Saman…

Say Goodbye to Writer’s Block with AI

Do you ever feel intimidated staring at a blank screen, waiting for inspiration to strike as you draft an email, write a social post, or begin an outline for yo…

How to Become an Indispensable Event Speaker—and Why You Should

The more people hear about you, the faster your business can grow organically. Getting prime speaking opportunities is a terrific way to boost your visibility. …

Optimizing Your Website for Conversions

What's your most powerful tool for attracting new clients? Your website!

Are Events Worth It? 3 Keys to Making Events Work for You

As Seen in WealthManagement.com

What Merrill Is Doing Right—and How RIAs Can Learn From It

As Seen in WealthManagement.com If you haven’t heard, in February Bank of America Merrill Lynch announced Merrill Video Pro, a virtual video studio that lets it…

Can You Scale Advisor Marketing? Yes. Here’s How.

Yes, you can find opportunities to market financial advisors at scale—but first, you have to know where to look.

How to Launch Your Own Advisor Podcast

In today’s digital age, podcasts are the ultimate platform for building authority and showcasing your expertise. Podcasting allows advisors to have a more perso…

Easy Ways to Add Video to Your Marketing Strategy

The rise of video as a powerful marketing medium hit turbo speed during the pandemic as the majority of the population shifted to a remote landscape. The urgenc…

How to Drive Consumer Empowerment as an Advisor

Looking after clients is at the heart of everything we do, while delivering a personalized and meaningful client experience. It’s also the key to differentiatio…

How To Actually Gain Clients from Your Podcast

In today’s digital marketing world, your prospects and potential clients are making their buying decision far before they have even met you. A whopping 81% of c…

The SEC Marketing Rule & Client Testimonials: What Advisors Should Know

Ever since the Securities and Exchange Commission (SEC) passed its new Marketing Rule last December, there has been a lot of discussion in our industry around h…

5 Ways Advisors Can Optimize LinkedIn to Drive Leads

Social media has come a long way in a short time in our industry. LinkedIn, in particular, has become an extension of an advisor’s website that further establis…

Why RIA Marketing Is More Important Now Than Ever

Key Takeaways: Why shouldn’t RIAs cut marketing during tough economic times? Cutting marketing can cost you visibility and lose prospects already in the pipelin…

FiComm Expands Advisor Coaching Team

The advisor of today knows that they need to be digital to connect and GROW. They also know that adopting a human-first approach is critical to stand out of the…

Become a Video Star

In the past two years we have seen an acceleration in the adoption of digital communications including the use of Zoom meetings, FaceTime and even more recently…

Maximize Your 2023 Marketing Budget to Drive Organic Growth

It’s that time of year again, when RIAs begin assessing their year-to-date spends and aligning their budgets against performance and the firm’s goals for the ne…

5 Ways to Optimize Your Website to Drive Leads

By: Candice Carlton with special guest, Lindsey Gladstone, Director of Marketing, Advisor Websites–A Snappy Kraken Company Your website is your online business …

Nominations Open for Second Annual FiComm Partners Podcast Awards

Following a huge success in its first year, FiComm Partners again collaborates with InvestmentNews to bring back the Awards in 2022 Orange County, CA and New Yo…

FiComm Partners CEO and Co-Founder Megan Carpenter Honored on InvestmentNews’ 40 Under 40 List

We’re ecstatic to announce that FiComm CEO and Co-Founder Megan Carpenter is being honored as part of InvestmentNews’ “40 Under 40” Class of 2020! This special …

The Power of Social Media for Advisors

I have a confession. I am not a super user of social media. There’s a misconception in our industry that in order to be successful online, you have to strive to…

The Top 3 Advisor Video Myths Debunked

By necessity, the pandemic accelerated the emergence of the digital advisor and the adoption of Zoom to host virtual team, prospect, and client meetings. Almost…

Ready, Set, Acquire

After years of breaking M&A records, the RIA industry has settled into a high-stakes new normal. Between older advisors nearing retirement, increased compet…

FiComm + InvestmentNews’ Inaugural Advisor Podcast Award Winners Announced

Just like the people behind the mics, these podcasts each have their own unique story. Learn more about our Advisor Podcast Award winners and how they are using…

Twenty Over Ten Webinar

Video has become one of the leading marketing mediums for advisors to drive loyalty, trust, and wallet share, and if there were any skeptics in the room, COVID-…

What We Learned- Our First Livestream

This week FiComm Partners hosted our first-ever social media live stream event with our favorite podcast hosts, Meg and Candice . They sat down to discuss the k…

AdvisorWebsites Webinar- How to Create Your Digital Marketing Playbook

Digital marketing strategies for advisors are not cookie-cutter. What works for one advisor does not work for all advisors, so welcoming different perspectives …

Delightful + Not So Delightful Learnings: Building and Innovating

When you’re innovating and creating something new, you always have to be open to getting it wrong, taking feedback, pivoting quickly + also expanding on what wo…

Are you Listening? FiComm Shares Voice-First Marketing Tips with WealthManagement.com

Picture this: you’re working on something important for work, trying to find yet another synonym for “unprecedented.” Without thinking, you shout to Amazon Alex…

The Power of PR During the COVID Chaos

PR is a critical communications engagement tool that has the power to enhance a brand’s value and bolster its reputation with the right audiences. So, when FiCo…

Get to Know: Ryan Neal

We all know the financial advice circle is small. You often run into a lot of familiar faces each year at Insider’s Forum or bump elbows with folks you know at …

Advisor Education Overview

A series of marketing and communication workshops delivered virtually, designed for the modern advisor. Click here to download the Advisor Education PDF.

We Are Here for You

Crisis and Continuity in the Age of Corona-Craze

Crisis and continuity. They’re the devil. They sneak up on you when you least expect it, and they never go smoothly. Ever. In fact, you’ll start to wonder if an…

The Art of the Soundbite

Any good PR firm will conduct an in-depth media training – but only a great PR firm will train you on the art of speaking in soundbites. According to Cambridge …

2019 INVESTMENTNEWS DRIVERS OF GROWTH STUDY

We are pleased to be a contributing partner of The 2019 InvestmentNews Drivers of Growth Study.

Branding

A strong brand by definition will always leave a lasting impression on those who interact with it. Branding is the art of managing the impact your service offer…

Affinity

Enhancing your brand’s value When most of us think of the term, brand, our minds tend to gravitate toward some of the most prolific brands in history, ones that…

Marketing Automation

What it is and why you need it In a world fraught with over-messaging and brand de-personalization, one tool, born of fire and flame, has stood out and given ho…

Digital Outreach

From lead generation to paid and earned social media campaigns, native advertising to platform management, digital audits to analytics – digital outreach strate…

Public Relations

Public relations bolsters brands and businesses. Earned third-party credibility has the power to elevate an organization’s story and differentiate it from the m…

Bylined Article

Bylined article may just be another word, or it might be an industry superpower. Understanding how to harness this power could take your business to the next le…

Authenticity

In our personal lives, authenticity feels easy to discern. You see it in a genuinely curious person who likes to learn about the human condition, is a little co…

Marketing

Innovative ideas, authentic storytelling, targeting marketing, and distribution that aligns with your goals will propel your business forward. The strongest mar…

Business Consulting

Make your business strategy stand out from the crowd Great businesses are driven by effective branding and strategy. Whether you are starting a new business or …

Personal Leadership

Change the conversation Personal leadership is the belief that what you do matters. It’s faith in the power of your own hustle, a fire in the belly to achieve b…

PR: It’s Not What You Think!

Over the past several months, I’ve had the pleasure of hanging with some of the coolest people in the independent wealth management space. From Pershing INSITE …

What’s in a Partner? The Beginnings of a Beautiful PR Friendship

Like most things worth doing, choosing the right Public Relations partner can be *hard*. I often hear advisors and wealth managers describe the practice of PR a…

Final Sneak Peak: Blowing Up—and Blowing Out—Your Marketing Plan

This is my last reminder to sign up for INVINCIBLE: The Most Direct Path to $1 Billion on May 9 in San Francisco and May 10 in Portland, OR. Yes, it’s a full-da…

Your First Sneak Peek: A 3-Step Formula for Branding and Planning

I really hope you’ll sign up for INVINCIBLE: The Most Direct Path to $1 Billion, the all-day advisor growth workshop we’re hosting with FourPointe Consulting an…

Want to Become Invincible?

Mark Your Calendar for May 9-10 INVINCIBLE: The Most Direct Path to $1 Billion May 9, San Francisco, CA, The Bridges Golf Club May 10, Portland, OR, Hyatt House…

Stake Your Fiduciary Claim

As you may remember, last year I urged you to plant your flag and establish your claim as a fiduciary in the eyes of the investing public. Thanks to the Fifth C…

What If You Found Out You Were Really Just a Ghost All Along?

Remember The Sixth Sense, where (spoiler alert) Bruce Willis goes through the whole movie not realizing he’s dead? Did you ever see The Others, that Nicole Kidm…

The No. 1 Mistake Vendors Make About “Cool Factor”

Like most people with a social media account, my feed is oversaturated with random acts of content – written pieces without any strategy or value – and so I’ve …

One Year Ago, I Warned You About a Coming Stock Market Correction. When It Came, Were You Ready?

On February 23, 2017—a year ago, almost to the day— I wrote a post urging advisors to get ready for an upcoming stock market correction. Were you ready for what…

And the Winners of 2017 Are…

The best-performing blogs of the year We are solidly into 2018, and with any luck, you’re a little wiser than you were in 2017. Or at least, by now you should h…

You Hired Millennial Advisors to Grow Your Business. What Went Wrong?

Something odd is going on. Why are partners at established wealth management sounding so alarmed about their Millennial advisors? Why are they pulling me aside …

Say the Right Thing: A Podcast on Mastering PR & Marketing

For a job that inherently deals with constant change, from fluctuating markets to the unpredictable life events, the role of a financial advisor is one that is …

Your Annual Marketing Plan, Part IV: Try a New Way to Define Goals and Budgets

In my final post on annual marketing planning, I want to touch on two topics that always seem to generate a lot of confusion. How should you define your marketi…

Annual Marketing Plans, Part III: How to Avoid Sabotaging Your Own Planning Meeting

As I mentioned last time, most advisors start their annual marketing planning meeting by reviewing their progress against the firm’s business plan.I can’t think…

Annual Marketing Plans, Part II: 6 Tips for Better Planning Meetings.

Last time, I told you about the crazy way we run annual planning meetings at FiComm. Now I want you to understand the method behind our madness.I’ve broken down…

It’s Time to Get Ready for Your Annual Marketing Planning. First, Break Everything.

The year is almost over. That means it’s time to write your annual marketing plan. (You do have a plan, right? I hope you aren’t spending money without one!) Th…

Vendors, Why Aren’t You Personalizing Your Marketing to Advisors?

I’ve been writing about Penton’s WealthManagement.com for a few weeks. There’s one final data point you might find interesting. Sixty percent of service provide…

Marketing Support Providers: What Advisors Really Want from You

Last time, I may have given a few people a heart attack. As I mentioned, according to The Penton’s WealthManagement.com surveys, companies that provide value-ad…

If You Provide Marketing Support to Advisors, You May Want to Sit Down for This

I’ve been talking about the Penton’s WealthManagement.com surveys of advisors and their service providers. If you’re a vendor who provides value-added marketing…

How to Translate Marketing into a Language Advisors Understand

In my last post, I shared a few data points from the recent Penton and WealthManagement.com surveys of advisors and their service providers. If you remember, th…

Uh-oh: What a New Survey Reveals About Advisors’ Marketing Plans

Wondering what advisors are really doing for marketing this year? Want to know whether their service providers are in sync with their needs? If so, this post is…

The Beginner’s Guide to Targeted Messaging

“So, let me ask you this, ‘What persona are you speaking to with your marketing efforts?’” There’s a dead silence on the other end of the line, before, “Well, m…

Welcome to 90’s Mr. Banks!

Inbound Marketing and Why Advisors Must Pay Attention Last week, the FiComm marketing team traveled to Boston to attend Inbound 2017. This remarkable event brin…

Measuring Success: Speaking Digital with Google Analytics

“What marketer isn’t technical? Who hasn’t entered a tracking code onto a website, or created last-minute tag attributions?” begins today’s session on Google An…

Getting The Most from Your Email Marketing

The FiComm team is back with your daily update from Inbound17, where marketers are discussing the future of marketing. A common theme, though, is the need to ta…

Don’t Let the Truth Get in the Way of a Good Story

We continue with our rundown of everything marketing happening at the Inbound 2017 conference. Yesterday, I discussed how to prepare your business for marketing…

Major Changes in Marketing – How Does It Affect You?

Live from Inbound17 If you own a business, you know that you should invest in marketing. That’s how growth happens. But unless you’re a marketer, chances are th…

Content Marketing Examples, Part IV: Check Out This Checklist

This post wraps up my series on content marketing. The last content type I want to talk about are checklists and FAQs. She can’t be serious, you’re probably thi…

Content Marketing Examples, Part III: Grab Them with Infographics

It’s time for more real-world examples of content marketing. In this post, I’m going to talk about infographics.And to be honest, talking about infographics is …

The Fiduciary Blues: Notables from Insiders Forum 2017

The FiComm team enjoyed some southern comfort in Nashville last week at Insider’s Forum 2017, which kicked off with Founder, Honkytonk Bob “Tex” Veres, serenadi…

Content Marketing Examples, Part II: 5 Ways to Make Social Media Advertising Work for You

I have more real-world content and social media marketing strategiesto share with you. Last time, I showed you how videos and animations could build your brand.…

Content Marketing Examples, Part I: Lessons from La La Land

Or How to Bring Life to Your Story with Videos and Animation To round out our discussion about content marketing, I promised to show you some real-world example…

Still Feeling Lost? Download this Content Marketing Roadmap

In my last post, I introduced the idea of the Content Strategy Roadmap (please read that post first if you haven’t already). Also called an editorial calendar, …

The 7 Secrets of Content Marketing

Here’s something that happens to me a lot: I finally convince an advisor to try content marketing. Then I have to talk them down off the ledge once they realize…

The Character of Your Content

Are your ears ringing? They should be. Because right now, someone you don’t know is probably talking about you. Or checking out your profile on LinkedIn. Or rea…

Should You Work with a Marketing or PR Agency, Or Go It Alone? Part V

Still with me? This is the last post in a five-part series—one where I try to help you figure out whether you’re truly ready to work with a marketing or PR agen…

Should You Work with a Marketing or PR Agency, Or Go It Alone? Part IV

This is a follow-up to my last post about getting ready to meet with an agency. Why don’t advisors do a better job of preparing for their first agency meeting? …

Should You Work with a Marketing PR Agency, Or Go It Alone? Part III

You’ve read my other posts ( Part I and Part II). And you’re finally ready to talk to a marketing or PR agency. Or are you?

Should You Work with a Marketing or PR Agency, Or Go It Alone? Part II.

Everybody likes to think they’re open-minded. But what if you’re really not? As I said last time, there’s no point in paying for outside advice if you have no i…

Should You Work with a Marketing or PR Agency, Or Go It Alone? Part I.

Have you ever wondered, “Do I really need a Marketing or PR agency? Can’t I just do everything myself?” If so, this posts—and the next four that follow—are for …

How to Stop Being Such a Tool

As I said in an earlier post: when you sell to advisors, you have to be authentic to your own product. If you’re not, you’ll eventually be exposed as a fake. It…

The Natural

How to be an outstanding PR spokesperson Public Relations is challenging. Because it is by nature unpredictable, with no precise formula for achieving a desired…

The Secret to Every Good Story Is a Bad Villain: Part II

In my last post, I talked about why your story needs a good villain. About why you need tension, and conflict, and a reason for your clients and prospects to ch…

The Secret to Every Good Story Is a Bad Villain: Part I

I have a question for you. You won’t understand at first why it’s important. But it goes right to the heart of who you are, and what your business represents. J…

Here Comes Digital Marketing, Just in the Nick of Time. Are You Ready?

Right this minute, we are watching the collision of two forces that are shaking advisor firms to their foundations. The first is the commoditization of advice, …

Do You Qualify for a Profile in Courage Award? We Sure Didn’t.

This is the story of how we lost an account. It was a painful lesson, but one that’s worth reading whether you’re an agency, vendor or advisor—really, anyone wh…

Vendors, Are You Trying to Dress Up Your Product in Marketing Drag?

These days, every advisor is looking to buy a marketing tool. Which explains why every vendor is trying to sell one—whether they actually have anything to sell …

Does Your Team Share a Vision—Or Just Office Space?

Why did you go originally into business with your partners? And as a follow up: how long did it take you to think of an answer to that question? I’ve worked wit…

How to Open Your Own Ghostbusting Business

If you want to build your business, become a Ghostbuster. I’m not referring to the movie, exactly (I didn’t even see the sequel.) I’m talking about the theme so…

If You Want to Make It Over the Long Haul, Put Your Marketing On Autopilot

As I said in my earlier post, some advisors are running on empty—and don’t even know it yet. They might be cruising smoothly for now. But if they aren’t adding …

Do You Really Have Enough Prospects to Sustain Your Business?

There’s a looming marketing crisis the industry isn’t acknowledging. I encourage you to pay attention to it so that you can maintain sustainable growth for year…

Simple Sells

The financial industry overcomplicates things. Marketers across the industry will sympathize with me, we’ve all seen firms take more than a year to approve one …

So You Want to Be a Star? Part II: 9 How-to Tips

In my last post, I urged you to think carefully before launching a book or a podcast—not to discourage you from pursuing your dream to market this way, but to m…

So You Want to Be a Star? Part I: Books & Podcasts

Developing a Podcast Marketing Strategy Have you ever pictured your name on the cover of a book—or your podcast at the top of the iTunes charts? If so, this two…

Do You Know What Your Clients Are Really Saying About You?

Do you know how to take a compliment? More importantly, do you know how to use a compliment? Most businesspeople love positive client testimonials. Imagine rest…

If Women Are A Target Market, So Are Men

You’ve seen the stats. Women already control most of the wealth in America, and our share is only going up (1). Boomer women have started inheriting their husba…

Boosting Your Marketing Budget? Don’t Waste It All On This One Mistake

Do you plan to spend more on marketing this year? Apparently, your peers do. According to the latest TD Ameritrade Institutional RIA Sentiment Survey, RIAs expe…

Are You Exploiting Your Fiduciary Advantage?

Right now, you should be running. At top speed. With a flag in your hand, ready to plant it in the ground. Get the reference? It’s from Far and Away, that ‘90s …

Here’s the Right Way to Do Target Marketing

Identifying Your Target Market If you’ve ever been to an industry conference or read an advisor trade pub, you’ve heard an expert telling you the “best” way to …

The Fire Next Time

What’s your plan for the next stock market crash? I bet that question took you by surprise. Judging by some of the conversations I’ve had recently, it’s probabl…

Integration Is Expected, Look For Differentiation Elsewhere

I know, I know. Your integrations are real. Not like those other guys. You integrate with more vendors, or you have more APIs, or you’re the one who’s really se…

Why Do Your Clients Really Want to Work With You?

Some advisors say they want to stand out from the crowd—but they’re fibbing. They really want to look and sound like everybody else. We can help them define the…

4 Secrets to Making COI Relationships Pay Off

As I’ve already explained, an exceptional service model can take your business quite far. Add a handful of strong Center of Influence (COI) relationships, and y…

It’s Game Time: How to Interview to Your Max Potential, Every Time You Step on The Field

PR Interview Tips from FiComm PR and sports have a lot in common. In sports, you get out what you put in. But despite countless hours of practice, studying your…

Unleash Your Secret Marketing Weapon

How would you like to get so many referrals that they’re your number one source of inbound leads? You potentially could—if you’re willing to to take an honest a…

The Advisor Loved You—So Who Sunk the Sale?

If you sell to advisors, you’ve probably experienced at least one deal that seemed like a sure thing—but you just couldn’t make it happen. You hit it off with t…

So You Got a Job in Marketing. Now What?

(Note: In this post, I’m speaking directly to all the marketing coordinators, marketing directors and marketing managers ensconced at their lonely posts inside …

What to Ask Vendors Before You Sign on the Line

Sometimes, participating in an RFP process is like eavesdropping on an awkward first date. You can tell everybody is trying to say the right thing, but nobody r…

If You’re a Vendor’s First Rodeo, You’re Probably About to Be Taken for a Ride.

You and your vendors come from different worlds. Vendors love to work with large companies that have deep pockets and teams of experts to guide the project alon…

Sniffing Out the B.S. in a Marketing Proposal

I admit it. I didn’t get it for a long time. There I was, working in-house at advisor firms, putting out RFPs to marketing agencies and consultants as part of m…

8 Tips To Keep Your Next Conference From Being a Total Waste of Money

At FiComm, we attend conferences with a certain passion that can only be explained by our fangirl/fanboy like view of the independent wealth management communit…

Order and Chaos: How to Apply a Military Mindset to PR

In the Navy, I fixed combat aircraft. F/A-18’s and F-14’s primarily, with some EA-6B Prowlers and S3 Viking sub-hunters sprinkled in occasionally to keep it int…

Let’s Get High

0:17 0:00 I’m just going to get right to it, drones are everywhere. Every agency I know has or rents them, everyone has one on their Christmas list, and let’s f…

Your Own Marketing Department: To Build or Not To Build? (Part II)

This is the second half of a two-part post. In the first, I gave you homework—a few questions to identify what you really need before you hire marketing staff. …

Your Own Marketing Department: To Build or Not To Build? (Part I)

That is the question. You may not need a marketing department at all if your business is cruising along at a good pace and you’re happy with your success. Even …

The Single Biggest Mistake To Avoid When Hiring Marketing Interns

I take a strong personal interest in the role of interns. That’s because my first job in business was a paid internship at a John Hancock Financial Network care…

Why Advisors Don’t Think Your Product Is As Cool As You Do

I know you love your product. I probably do too. But advisors just don’t. I understand how you feel. It’s frustrating to work day and night to stay on the cutti…

View From the Inside

Are you an advisor? A vendor? Either way, I think you’ll be interested in the new weekly FiComm blog we’re launching today. We will be covering all things commu…