The Ficomm Growth Marketing Audit and Strategy

Don't Spend Your
2027 Marketing Budget Repeating 2026 Mistakes

In four weeks, you'll have a scorecard showing what's holding your marketing back, and a full strategy built from those findings, including an Ideal Client Profile, messaging framework, and 90-day action plan delivered by a team that works only with advisory firms.

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More Than a Scorecard: a Strategy Built on Your Firm's Strengths and What's Holding You Back

Our findings don't sit in a report. They become the foundation for a full marketing strategy your leadership team can act on before the year turns, with every deliverable built directly from what we uncover at your firm.
01_Ideal-Client-Profile

Ideal Client Profile

A named, fully built persona derived from your firm's actual clients. Use it across content, channel strategy, and prospect conversations, so every piece of marketing reflects who you're actually trying to reach

02_Messaging-Framework

Messaging
Framework

Your value proposition, positioning, brand voice guidelines, ready-to-use boilerplate copy, and objection-handling scripts for common prospect conversations.

Five-Pillar Marketing Strategy

Five-Pillar
Marketing Strategy

A prioritized plan built from your audit findings, covering brand, content, PR, client experience, and lead generation, with specific tactics by channel for each.

Growth Roadmap

Growth Roadmap

A sequenced implementation plan your leadership team can run with on day one. Clear owners, timing, and milestones for every step.

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 and Strategy 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

Have your audit findings and strategy in hand before your 2027 plan is finalized. Schedule your Growth Marketing Audit today.

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