Ficomm helps RIA firms attract the right clients to grow their AUM
Following our Inside Out Marketing philosophy, we guide RIA firms to organic growth by implementing the right marketing activities at the right times.
Phase 0: Strategy
Before we undertake any new marketing activities, Team Ficomm dives into your business to learn your business goals, most pressing growth challenges, your ideal client persona, what you’ve been doing, what works, what hasn’t worked. build out your unique messaging and comprehensive marketing strategy based on what phase of growth will provide the most powerful impact.
Phase 1: GROW
Elevate digital presence, grow share of wallet, and accelerate referrals.
In this phase, we’ll work with you to button up the basics of your digital presence, ensuring that your messaging is being conveyed consistently and frequently across your digital ecosystem. Together, we’ll also strengthen your COI and client referral efforts so you’re able to reap the growth potential from these high-converting opportunities.
Phase 2: EXPAND
Turn each advisor into a growth channel.
In this phase, we’ll work with you to button up the basics of your digital presence, ensuring that your messaging is being conveyed consistently and frequently across your digital ecosystem. Together, we’ll also strengthen your COI and client referral efforts so you’re able to reap the growth potential from these high-converting opportunities.
Phase 3: SCALE
Turn each advisor into a growth channel.
In the SCALE phase, firms are hitting an organic growth ceiling after doing all the right things in the previous phases. Ficomm will work individually with advisors within the firm in the Advisor Accelerator program to help them create a compelling individual digital presence that tells the firm’s brand story in a way that’s authentic to the advisor. Firms in our flagship Advisor Accelerator cohort saw 23% organic growth after their first year.