Ficomm Partners

Nothing fuels fantastic growth insights like a dynamic group, brought together over a fantastic meal. Ficomm's first-ever Growth Leaders Forum focused on B2B marketing within the independent wealth space. It's the next best thing to being there! marketing.ficommpartners.com/shift-2024

It took Parallel 20 years to hit $1B. Then just 3 years to double from $5B to $10B. No single silver bullet — just a compounding model built on advisor equity, uncapped earnings, and internal succession. Listen now!

Most RIAs don't have a marketing problem — they have a capacity problem. The real barrier isn't strategy. It's having the resources and accountability to sustain it. Our CEO, Meg Carpenter, explains: financial-planning.com/news/building-… #AdvisorMarketing #RIAGrowth

"Where do your clients come from?" Referrals and the website. Every time. But that answer hides the marketing that actually built the trust. That's 1 of 10 costly mistakes in our new guide. Blog link in comments. #RIA #MarketingStrategy #WealthManagement #AdvisorMarketing

Our CEO, Meg Carpenter, joined Lauren Hong & Dimensional's Catherine Williams on the Managing Your Practice podcast to discuss brand strategy, AI, & what drives real growth for advisory firms. Listen now: podcasts.apple.com/us/podcast/man…

Parallel Advisors ran the lead gen playbook — targeted ads, real volume. The leads came. The conversions didn't. So they leaned into culture, compensation, and referral-based growth. Harder to copy; way more aligned. Listen on your favorite streaming platform!

Last time a shift this big happened, most advisory firms missed it. GEO is following SEO's trajectory. Meg Carpenter says firms that don't adapt risk invisibility, even if they rank well. Full article: wealthsolutionsreport.com/generative-ai-… #AdvisorMarketing #RIAMarketing #GEO

"I'm ready to sell" often means "I'm burned out on running a business." Parallel Advisors clears the noise so advisors find another decade of growth — with a dual equity structure that lets them choose their own path. Listen to the episode, linked in the comments.

Next week Meg hosts the brand-new Advisor Growth Salon at the Barrons Advisor Independent Summit. Curated roundtable conversations on scaling, deal-making + succession planning with top RIA decision-makers. barrons.com/advisor/summit… #BarronsAdvisor #AdvisorMarketing #RIA

You're doing the emails, the posts, the events. So why does it still feel disconnected and hard to measure? Tactics without strategy is just noise. We broke down the 10 most expensive marketing mistakes costing RIAs millions. Full guide here → ficommpartners.com/insights/blog/…

Prospects don't follow a linear path anymore. That's why we use a "flywheel" over a "funnel". Show up where your ideal clients are so when they find you, you capture their attention. Our CEO breaks it down here → financial-planning.com/news/building-… #AdvisorMarketing #WealthManagement

Parallel Advisors tried corporate lead gen. Plenty of leads. Zero conversions. Their honest takeaway? Invest in culture and compensation so advisors self-source. Warm referrals still win. A fork in the road more firms need to talk about.

60% of online searches now end without a single click. AI isn't ranking websites — it's recommending the most credible sources. Our CEO Meg Carpenter broke down what that means for advisors in WSR - wealthsolutionsreport.com/generative-ai-…

Apple - podcasts.apple.com/us/podcast/22-… YouTube - youtu.be/6byZ3Hw6i5Y?si… Spotify - open.spotify.com/episode/1g5XI7…

NEW EPISODE OUT! No silver bullet. No secret sauce. Just 20 years of operational excellence compounding. CJ Rendic of Parallel Advsrs broke down how they went from $1B to $10B AUM — and the "hundreds of things" behind it. Link in comments to listen!

We're welcoming Kris Klein to the Ficomm team as our new Strategic Content Lead! With 20 years of turning complex investment ideas into resonant stories, he's a perfect fit. Welcome, Kris! 🎉

Meg Carpenter didn't build Ficomm because of a narrative. She built it through the work — intern to CEO. This #WomensHistoryMonth we're proud to be led by someone who lets results speak. #WomenInFinance #TeamFicomm

We're welcoming Eva Cerise to the Ficomm team as our new Strategic Content Lead! With 20+ years of creating content that builds trust and drives connection, we are so excited to have her on the team. Welcome, Eva! 🎉

No two advisory firms are the same. That’s why we don’t drop you into a template or prebuilt plan. At Ficomm, we build marketing strategies around your firm’s unique DNA. Let’s get to work: ficommpartners.com

5 years of Camille. 🎉 She's the backbone of Ficomm — making clients feel heard, the team feel at ease, and finding solutions before anyone knows there's a problem. We couldn't do this without her. Happy Ficommversary, Camille!