Referral only lead gen is out → integrated, multi-tactic lead gen is in In our 2024 Consumer Insights Study, we found that the next generation of investors relies more on digital marketing than referrals to choose a financial advisor. Want to learn more about how that will affect your lead generation? Download the full study here: https://lnkd.in/g8Aud8j8 #LeadGeneration #FinancialPlanning #DigitalMarketing #Referral
Ficomm Partners
Marketing Services
Irvine, California 3,157 followers
The embedded growth partner for RIAs, wealth management platforms, asset managers, IBDs, custodians and wealthtechs.
About us
Ficomm is the embedded growth partner for results-focused RIAs, wealth management platforms, asset managers, custodians, broker/dealers and established wealthtechs. After helping more than 250 clients meet and exceed their growth goals, we can tell you one thing for sure: While there are repeating patterns across the industry, every firm’s growth challenges are unique. Ficomm puts strategy first and finds the most impactful way to move you toward your goals. We align all of your marketing activities to your business goals, and act as your embedded growth partner with our: * Human-first approach * Multi-disciplinary, strategy-first approach * Unmatched bench of industry marketing talent Find out more at ficommpartners.com
- Website
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http://ficommpartners.com
External link for Ficomm Partners
- Industry
- Marketing Services
- Company size
- 11-50 employees
- Headquarters
- Irvine, California
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Media Relations, Press Releases, PR Strategy & Consulting, Contributed Article Development, Interview Coordination & Management, Broadcast TV, Strategic Messaging, Media Training, Financial Adviser PR, Media Tours, Marketing Strategy & Consulting, Marketing, Branding, Content Creation, Marketing Automation, Social Media, Digital Marketing, Brand Messaging, and Integrated Communications
Locations
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Primary
Get directions
200 Spectrum Center Dr
Irvine, California 92618, US
Employees at Ficomm Partners
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Jordan Bravo
🌀 People > algorithms. Builder of Epivore. Connector of dots. Entertainment Generalist. No-coder. Producer. Operator. Storyteller.
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Mary Kate Gulick
Financial Services Marketing Chief | Human-First Team Leader | Creative, Data-Driven Problem Solver | WealthManagement CMO of the Year
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Sarah Crane
VP, Marketing | New Skool Advocate | Passion & Positivity
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Megan (Meg) Carpenter
CEO & Co-Founder of FiComm Partners, LLC
Updates
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Are you keeping up with lead generation trends? Another amazing conversation from Catchlight!
RIAs need to modernize their marketing to stay competitive. This includes increasing personalization and moving more touch points to digital channels. A recent survey from Ficomm Partners of more than 1,100 new clients to financial advisors across the country found that: 〰 64% chose an advisor based on digital marketing 〰 2-5 marketing touches were required before a prospect took action Angela Giombetti CMO at Wealthspire Advisors and Daniel Gilmartin discuss how critical a modern organic growth strategy is on Episode 3 of Grow Organically. Link to full episode in comments! #BuiltInLabs #Podcast #Catchlight
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Read below to find out Candice D. Carlton's best advice for advisors communicating with their retirement plan participants!
W&W’s resident #financialadvisor expert, Kevin Santo, recently shared his advice on how to make a splash in the retirement ecosystem in Wealth Solutions Report. When all road signs point towards the importance of education, Kevin emphasizes the avenue of opportunity for advisors to share educational and consistent content on their unique value-add to plan sponsors and participants. Read Kevin’s insights at the link, alongside industry experts Ray Hennessey, CEO, Vocatus, and Candice D. Carlton, Executive VP, Head of Consulting & Innovation, Ficomm Partners. https://lnkd.in/gkiuS9K7
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This month, we're celebrating the independent advisor! 🥳 We asked Michael W. Conway, CFP® ChFC® of Conway Wealth what being an independent advisor means to him. Listen to his answer and share what being independent means to you in the comments!
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The referral cliff is coming! The current generation of retirees is the last to view referrals as necessary in selecting a financial advisor. In just 5-10 years, referrals will matter far less than effective digital marketing. Even now, most "nearing retirement" prospects don't need referrals. Is your advisory firm prepared for the shift? Many aren't. It's time to build robust digital marketing ecosystems. Download the 2024 Consumer Insights Study to learn more about the referral cliff and what you can do to prepare: https://lnkd.in/g8Aud8j8 #FinancialAdvisors #DigitalMarketing #FutureProof #Referrals
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Ficomm Partners reposted this
Have you secured your place for RIA Edge West? Prices increase this Friday! ⌛ RIA Edge West gathers a unique community of 350+ senior leaders and innovators from across the wealth management industry, featuring 175+ senior advisors from some of the most influential wealth management firms across the U.S. Don’t be the one missing out! Register by this Friday, July 12 to save up to $800: http://spr.ly/60489nypq #RIAEdgeWest #RIA #wealthmanagement
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You won't want to miss this! 👇
Now introducing... 🎤 Daniel Gilmartin, you already know him as our Head of Marketing, but now he has a new title - PODCAST HOST! He is your host of Grow Organically, the new podcast from Catchlight! Dan has led marketing, product, and sales teams in his career and advises brands on how they can grow their customer base. Dan is bringing his experience to the mic to unpack the factors that affect growth at wealth management firms. Ready to join Dan as he chats with industry leaders and uncovers actionable insights and success stories to help you achieve your growth goals? Episode 1 drops Wednesday, July 10th. Subscribe so you don't miss it. Let's (G)row (O)rganically! ✅ Apple: https://lnkd.in/esyecUVr ✅ Spotify: https://lnkd.in/eG3Ty6yU ✅ Amazon: https://lnkd.in/eHwsP6yj #BuiltInLabs #Podcast #OrganicGrowth #WealthManagement
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Ficomm Partners reposted this
Retirement plan marcoms: To learn the best marcoms strategy for advisors joining the trend towards the retirement plan space, we spoke with Candice D. Carlton of Ficomm Partners, Ray Hennessey of Vocatus and Kevin Santo of Water & Wall. READ MORE: https://lnkd.in/gkiuS9K7 #marcoms #retirement #WealthSolutionsReport #FinancialAdvisors
Marcoms Roundtable: Strategies To Grow In The Retirement Space
https://wealthsolutionsreport.com
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What if your financial advisor could truly understand your needs? Anders Jones, Co-Founder and CEO of Facet, recounts how Shruti Joshi, President and COO, focused on identifying and delighting their ideal clients, ensuring every interaction was exceptional. In the first episode of #GrowthLeadersofWealthManagement, learn how this client-centric strategy led to transformative growth. Listen now! https://lnkd.in/gxWsneTF #FinancialPlanning #WealthManagement #GrowthLeaders
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Spring conference season is officially over, and summer is here, but we're still thinking about the amazing time we had at Wealth Management EDGE! Hear from our team as they share their favorite part of this unforgettable conference! #WMEDGE #WealthManagement