Ficomm Partners

Ficomm Partners We’re the embedded growth partner for results-focused RIAs, wealth management platforms, asset managers, custodians, broker/dealers and wealthtechs.

The SEC gave advisors permission to use client testimonials. Most firms still haven’t started.Only ~10% of advisory firm...
05/29/2026

The SEC gave advisors permission to use client testimonials. Most firms still haven’t started.

Only ~10% of advisory firms are actively using testimonials, which means 90% are sitting out on one of the few marketing strategies where your clients do the selling for you.

We broke down exactly what examiners are flagging and the straightforward fixes most firms are missing.

https://ficommpartners.com/insights/blog/the-new-marketing-rule-general-guidelines-for-advisors

05/27/2026

Most firms treat ideal client work like a branding exercise. Coldstream turned it into an operating system.

When everyone in the firm understands who you serve, and just as importantly, why it matters, growth stops being the job of a few rainmakers and becomes a shared responsibility. Not because it’s mandated, but because it’s clear.

That clarity does two things: It aligns the message externally. And it activates the team internally.

Suddenly, organic growth isn’t driven by a playbook; it’s driven by belief. Each advisor finds their own lane, their own voice, their own why, but they’re all aiming at the same target.

The latest episode of Growth Leaders of Wealth Management demonstrates what happens when an entire firm starts pulling in the same direction. Keep listening to see how alignment turns into momentum.

🔊 Listen here: https://www.youtube.com/watch?v=tXi-aHiT82U

Welcome to the team, JT Gill!JT joins Ficomm as our Digital Strategy & Performance Specialist, bringing 10+ years of mar...
05/27/2026

Welcome to the team, JT Gill!

JT joins Ficomm as our Digital Strategy & Performance Specialist, bringing 10+ years of marketing experience driving growth across paid media, SEO, email, and social. For advisory firms looking to turn data into direction, JT's full-funnel approach means sharper insights, stronger performance, and results that actually move the needle.

He's a natural fit for one of our core values: a tenacious growth mindset. JT is wired to push for better while staying grounded in what matters most — a balance that shows up in how he works and how he lives.

Outside of work, you'll find him spending time with his daughters, chasing every golf opportunity he can get, and getting outdoors.

Welcome, JT. We're glad you're here!

Meet Camila Maldonado, Ficomm's new Creative Graphic Designer! Camila has spent 7+ years doing the kind of work we love:...
05/21/2026

Meet Camila Maldonado, Ficomm's new Creative Graphic Designer!

Camila has spent 7+ years doing the kind of work we love: bringing brand stories to life. She's led multidisciplinary teams on global website redesigns, full rebrands for agencies and startups, and high-volume digital campaigns. She lights up when strategy, design, and storytelling finally click together, and believes the best work happens when people drop the ego, listen hard, and pull in the same direction.

When she's not designing, Camila is soaking up life in Bogotá with her two boys, a Bernese Mountain Dog who still thinks he's a puppy, and the newest addition to their family, a beautiful baby girl.

Welcome, Camila!

There's no shortage of ways the Ficomm team would describe our amazing Sr. Executive Assistant, Kristen George:Light, wa...
05/20/2026

There's no shortage of ways the Ficomm team would describe our amazing Sr. Executive Assistant, Kristen George:

Light, warmth, grace, positivity, heart, can-do energy, team before self. Someone who makes every room brighter just by walking into it. Today we get to celebrate two years of her.

Kristen is Ficomm's behind-the-scenes force, keeping every detail accounted for, team member supported, and moving piece aligned.

Meg said it best: "Kristen’s positivity, work ethic, and unwavering belief that anything is possible make every day at Ficomm brighter."

Happy Ficommversary, Kristen! 🎉

Speed isn’t always the advantage people think it is.When you remove external timelines and outside capital, something in...
05/19/2026

Speed isn’t always the advantage people think it is.

When you remove external timelines and outside capital, something interesting happens: you get to be selective. Not just on the numbers, but on the people, the alignment, and the long-term reality of working together after the deal is done.

That’s where Coldstream’s approach stands out. Self-representation isn’t about cutting out intermediaries; it’s about getting closer to the truth. Who someone really is. How they think under pressure. Whether the partnership actually holds beyond the transaction.

And when you’re using your own capital, the stakes sharpen that focus even further. Every decision carries weight. Every “yes” has to be earned.

In this episode, you’ll learn more about the philosophy that makes it work and the discipline that shows up across every part of the growth strategy.

Checkout the episode: https://www.youtube.com/watch?v=tXi-aHiT82U

05/14/2026

Many firms outsource the hardest conversations. Coldstream leans into them.

When there’s no intermediary smoothing things over, no banker managing the tone or pacing, you get something far more valuable than a polished deal process; you get signals. How someone handles tension. How they show up when the stakes are high. Whether they’re solving for partnership or just price.

Pressure doesn’t break culture. It reveals it.

And if you’re betting your firm, your team, and your clients on a long-term partnership, that clarity isn’t a “nice to have”, it’s the whole point.

Listen to the full episode to hear more of what it looks like to build without shortcuts: https://www.youtube.com/watch?v=tXi-aHiT82U

That "Book an Appointment" button on your website is doing more heavy lifting than you think. Meg Carpenter sat down wit...
05/13/2026

That "Book an Appointment" button on your website is doing more heavy lifting than you think.

Meg Carpenter sat down with Tobias Salinger at Financial Planning to talk about why the booking page is a make-or-break moment for advisory firms, and how we coach clients to get it right.

We work with you to build a custom "meeting one offer" that tells prospects exactly what to expect, what you'll talk about, and what they'll leave with.

When someone clicks that button, they're raising their hand. Your job is to make the next step easy.

Read the full article from Financial Planning: https://www.financial-planning.com/news/client-acquisition-cost-is-tough-to-track-rias-should-try

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200 Spectrum Center Drive Suite 300
Irvine, CA
92618

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+13105934220

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