What we do for wealth management enterprises

We start by meeting each firm where they are. Through the audit and consultation process, we get to know their current growth strategy, the materials and resources available to them, their goals, limitations, and historical and mindset issues that may be suppressing growth.

This immersive first experience includes the creation of each advisor’s growth marketing strategy, including growth goals, documented target client, unique advisor differentiation, and value proposition, plus a concrete action plan to achieve those goals.

Each quarter, we’ll work 1:1 with firms to see the progress they’ve made and develop the smartest next steps they can take based on what’s working for them. The goal is to lean into what’s going well, optimize what needs to be improved, and move away from anything that may not be a good fit.

Each month, the full cohort of advisors comes together to learn about a specific growth marketing topic and work through particular issues with their coaches and the group. It’s a powerful learning experience for every advisor who participates.

For enterprises that opt to provide this service, Ficomm builds out the marketing materials outlined in each firm’s growth marketing plan, eliminating the need for separate implementation support.

Now more than ever, video is at the core of building a generative digital presence, and is almost always a critical component of an advisor’s go-forward marketing strategy. The DIY Video Workshop empowers advisor to confidently create their own effective videos with simple tools in as little time as possible.

For enterprises who opt into this service, Ficomm will provide ongoing creation of blogs, emails and social media posts for firms in the Advisor Accelerator program.