“Dear FiComm” is a new take on the ever-popular “Dear Abby” advice column, but for financial advisors on all things marketing. Have a marketing question? Drop it here for your chance to get featured and answered in an upcoming episode!
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Is your firm specialized enough?
We've all heard countless leaders talk about the impact of choosing a niche or having a particular specialty as a financial advisor. It’s true; articulating what makes your offer unique has been shown to drive meaningful growth, increase operational efficiencies, elevate COI relationships, and more.
But even after you’ve defined your target market and growth strategy, how do you know if your specialty shows up clearly in your marketing?
Kelley, a CFP based in Hawaii, recently wrote to FiComm Partners with those questions. Watch this five-minute video to see the feedback we offered Kelley about her website. Plus, hear strategic coaching on how to present your fee structure in a positive light.
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About FiComm
FiComm website
Carolyn Dalle-Molle, an accomplished growth marketer, boasts a proven track record with a realistic, iterative approach to marketing. As VP of growth marketing at FiComm Partners, she shares her wealth of marketing expertise with purpose-driven financial advisors. Dalle-Molle began her career at a top SEO firm in Boston, where she witnessed the transformative impact of a brand’s digital presence. Beyond search, she has excelled in diverse marketing roles, notably increasing a fintech company's lead list from 5,000 to an impressive 30,000 in just two years with no budget. Later, hired by two MIT co-founders, Dalle-Molle skillfully led a small team to achieve an 8x increase in sales in under one year. Most recently, as the in-house marketing consultant at XY Planning Network, she played a pivotal role in supporting the growth of over 1,600 advisor members. Dalle-Molle is a mother of two, antique homeowner, garden hobbyist, and lover of design.
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