FiComm Partners, a marketing and PR agency, is teaming up with marketing software firm FMG Suite to provide financial advisers with training on how to market their practices digitally.
Advisers who use FMG’s marketing solution will have access to the marketing coaching program taught by executives from FiComm and FMG.
“We constantly hear feedback from advisors that while there are leading technology solutions available in the marketplace, digital marketing is still new to them,” Megan Carpenter, CEO of FiComm, said in a statement. “They are asking for the education and training to optimize these technology tools and resources, which is the gap our new partnership with FMG will bridge.”
The FMG/FiComm Advisor Marketing Bootcamp will include live workshops along with a library of resources and monthly marketing classes.
Advisers will learn to improve the marketing they do on the FMG platform, as well as how to develop video content, launch podcasts and events, and build digital prospects.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.
A FINRA arbitration panel sided with a former wealth manager fired over a $642 deli platter and a disputed client event.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.