We are thrilled and honored to be named one of Wealth Solutions Report's IMAGE 10: Top Wealth Management Storytellers! 🌟 This award recognizes industry-leading platforms that excel as effective and accomplished storytellers in the wealth management industry. THANK YOU to the team at WSR for this incredible honor! #WealthManagement #Storytellers #AdvisorMarketing Candice D. Carlton Megan (Meg) Carpenter
Ficomm Partners
Marketing Services
Irvine, California 3,578 followers
The embedded growth partner for RIAs and wealth management platforms.
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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Jessica Landy
Senior Marketing & Brand Executive | Accelerating AUM Growth & Digital Innovation in RIA & Wealth Management
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Jordan Bravo
Sales and Marketing Operations Lead | Connector of dots. Generalist. Producer. Storyteller. Strategic Business Operator | People > algorithms. 🌀
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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
Updates
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Looking to shine on camera? 🎥 In this episode of Dear Ficomm, Carolyn Dalle-Molle is diving into lighting tips that bring out your best self for client calls and social media videos. No studio required – just authentic, well-lit you. 💡 #FinanceTips #VideoLighting #AuthenticYou Want more Dear Ficomm? Check out our YouTube channel! https://lnkd.in/gSjT3tJS
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Empowering advisors starts with supporting their vision, not pushing an agenda. In the season finale of “Growth Leaders of Wealth Management,” we bring together some of the most valuable insights shared by our incredible guests throughout the season. Peter Vincent highlights how fostering independence and growth can drive meaningful impact across the industry. Don’t miss this recap of game-changing strategies – listen now! Tune in to the episode: https://lnkd.in/gaXmRahw #GrowthLeaders #WealthManagement #FinancialAdvisors #Finance
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Get ready for another season of bold conversations, fresh perspectives, and actionable insights that challenge the traditional approach to marketing and branding in financial services. Season 3 of The New Skool podcast is coming in January! #NewSkool #AdvisorMarketing #Podcast
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Another big thank you to the Barron's team for inviting Megan (Meg) Carpenter to present at the 2024 Barron’s Advisor Women Summit and for the awesome pictures! #BAWomen #WomenSummit2024
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Remote work doesn't stop us from celebrating the holidays and end of 2024! ☃️ #HappyHolidays #FicommFun Kelsey Woodbridge Sidney Snyder Kristen George Sarah Johnson Jordan Bravo Camille Birk Mary Kate Gulick Jim Wardian Megan (Meg) Carpenter Katie Johnson Carolyn Dalle-Molle Katie McLellan Candice D. Carlton Jill Jagelski Schofield Nicole Payés Sol David Dellosa
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Success in our industry is evolving – it’s no longer about “me,” but about “us.” Larry Miles, CEO at Choreo, explores the power of shared opportunity in this episode of “Growth Leaders of Wealth Management.” Don’t miss this season’s wrap-up of top insights from industry leaders. Tune in today: https://lnkd.in/gaXmRahw
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Selling financial services doesn’t have to feel “salesy.” Carolyn Dalle-Molle is diving into how you can share your work as an advisor in a way that’s authentic to who you are. In this episode of Dear Ficomm, you’ll learn: ✅ How to align your sales approach with your true self ✅ Actionable steps to convert leads without being pushy ✅ The power of setting clear intentions to show up authentically It all starts with a shift in mindset. This simple change can lead to greater clarity, stronger connections, and better results. Watch the full video here: https://lnkd.in/gGvqn4Wj #FinancialAdvisors #AuthenticSales #AdvisorGrowth #MarketingTips
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Ficomm Partners reposted this
I had the opportunity of joining the latest episode of the Growth Leaders of Wealth Management podcast where we dive into the journey of Apex Fintech Solutions and discuss how we've evolved to meet the ever-changing needs of investors. Check out the episode to hear how we're shaping the future of finance. Thanks for having me, Megan (Meg) Carpenter & Ficomm Partners! https://lnkd.in/gaUnX-ri
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We are so honored to receive the 2024 Luminary for Social Media Campaign of the Year! 🌟 Huge thank you to the team at ThinkAdvisor and congratulations to all of the other finalists and winners! #Luminaries #Awards #WealthManagement
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