Ficomm Partners

We’re the embedded growth partner for results-focused #RIAs, #wealthmanagement platforms, #assetmanagers, and #wealthtechs.

[Ficomm Partners @FicommPartners]

Most firms talk about growth. Few can show you how it happened. Growth Leaders of Wealth Management goes behind the numbers with the leaders building it. New episodes monthly. Listen now → https://t.co/ZzXuYGc52S

[Ficomm Partners @FicommPartners]

“The New Growth Equation” is live.

This is the most detailed picture we've seen of the modern HNW buyer journey, and the data contradicts some of the deepest assumptions in the advisory business.

Get the full report: https://t.co/IOHTKl9Ouh

[Ficomm Partners @FicommPartners]

A signed deal marks the start, not the end. True partnership strength emerges during unexpected challenges. Coldstream invests time in understanding partners before contracts, knowing strong relationships can navigate any scenario.

Listen now: https://t.co/m96DLkoATq

[Ficomm Partners @FicommPartners]

Last week in DC, Ficomm CEO Meg Carpenter chaired the inaugural meeting of the CFP Board Center for Financial Planning Advisory Council, which focused on fostering diversity, enhancing student support, guiding career changers, and strengthening mentorship initiatives.

[Ficomm Partners @FicommPartners]

The SEC permitted client testimonials for advisors over three years ago, yet only ~10% utilize them. Luckily, the requirements are manageable! We’ve highlighted common issues and easy solutions that many overlook. 👇

https://t.co/7bDaOnmlFq

[Ficomm Partners @FicommPartners]

Coldstream uses ideal client work as an operating system, aligning the firm’s understanding of its audience with growth efforts.

Check out the latest episode of Growth Leaders of Wealth Management to learn more!

[Ficomm Partners @FicommPartners]

Welcome to the team, JT Gill!

JT joins Ficomm as our Digital Strategy & Performance Specialist with 10+ years in marketing across multiple channels.

Outside of work, he enjoys time with his daughters and always searching a tee-time for golf.

[Ficomm Partners @FicommPartners]

Welcome to the team, Camila Maldonado!

Camila joins us as a Creative Graphic Designer with 7+ years in brand storytelling. Outside of work, she enjoys hiking Bogotá's mountains with her three kids and one giant puppy 🐶

We’re lucky to have her!

[Ficomm Partners @FicommPartners]

Today we celebrate Kristen's Ficommversary! 🎉

Ficomm thrives because of her as our Senior Executive Assistant, ensuring everything runs smoothly and every detail is managed. She makes challenging tasks seem effortless.

Happy anniversary, Kristen! 🎉

[Ficomm Partners @FicommPartners]

Speed isn't always an advantage. Without external pressures, you can make thoughtful choices about numbers and partnerships. Coldstream highlights the importance of this in our latest episode where we delve into our growth strategy philosophy.

[Ficomm Partners @FicommPartners]

Your best marketing asset already exists:

It's your clients, and they're ready to speak up for you.

Learn how to let them ➡️ https://t.co/7bDaOnmlFq

#RIAMarketing #TestimonialStrategy #AdvisorGrowth #WealthManagement #SECMarketingRule

[Ficomm Partners @FicommPartners]

The SEC’s December 2025 risk alert changed the testimonial conversation.

If your firm hasn't caught up yet, this is a good place to start.

Get the free guide: https://t.co/2qYTAYulpL

#SECMarketingRule #AdvisorCompliance #RIAMarketing #FinancialAdvisors

[Ficomm Partners @FicommPartners]

Many firms outsource tough conversations. Coldstream embraces them.

Without intermediaries, you gain valuable insights into how individuals handle pressure and tension—revealing their true culture.

Tune in to the full episode to explore building without shortcuts.

[Ficomm Partners @FicommPartners]

The "Book an Appointment" button on your website is crucial.

Meg Carpenter discusses with Tobias Salinger why the booking page can make or break advisory firms and how we help clients optimize it.

Read the full article from @finplan

[Ficomm Partners @FicommPartners]

Storytelling is key to helping advisory firms grow. We're honored to be recognized in Wealth Solutions Report's IMAGE 5: Top Wealth Management Agency Storytellers.

Grateful for our dedicated team and the trust from firms that allow us to showcase their true selves.

[Ficomm Partners @FicommPartners]

Coldstream shows that discipline and teamwork drive growth over outside capital. The $14B+ firm succeeded through eight acquisitions without private equity or losing its culture. Discover how intentional growth leads to success in the latest episode of GROWM!

[Ficomm Partners @FicommPartners]

Establish key elements before collecting testimonials.

Our free compliance guide covers policy updates, advertising reviews, stakeholder training, and maintenance schedules.

Perfect for launching or refining programs!

Get your free guide: https://t.co/2qYTAYulpL

[Ficomm Partners @FicommPartners]

The SEC's December 2025 risk alert made one thing clear: having a testimonial policy on paper isn't enough anymore.

📖 Read or watch the full conversation: https://t.co/7bDaOnmlFq

📋 Grab the free 8-step compliance guide: https://t.co/2qYTAYulpL

[Ficomm Partners @FicommPartners]

Our CEO @MegCarpenter attended the 50th Tiburon CEO Summit. Key takeaways:

- Organic growth is crucial for advisory firms.
- CEOs emphasized advisor relationships and intentional client experiences.
- AI boosts capacity, but strong systems are needed.

[Ficomm Partners @FicommPartners]

The word "sales" doesn't exist at Truepoint. That's not semantics — it's strategy. And it's driven 14.8% CAGR over four years with no outside capital. New episode of Growth Leaders is live!

[Ficomm Partners @FicommPartners]

We talked to real RIA firms about AI in marketing.

The honest version: usage is uneven, buy-in is a bigger obstacle than compliance, and the advisors getting results are the ones who stay involved.

Full piece → https://t.co/XfvZyUj6ix