Strategic Marketing for The Modern Advisor|


Develop a compelling growth strategy to connect with your dream clients and prospects. Walk away as the expert in Marketing your business with a vision and executable plan that:

  • Measurably drives your business goals
  • Empowers you to show up authentically
  • Is focused on your specific clients and prospects
  • Plays to your unique strengths and constraints
  • Leverages modern communication mediums

4-Week Workshop
$2500 $1199 Co-Vid Discount Next class starts July 20th

Designed For Advisors by RIA Insiders





In this 30-day sprint you will develop a marketing strategy:
  • aligned with your authentic “why?”
  • that speaks to your dream client or “who?”
  • embraces your strengths + constraints
  • focuses your marketing efforts and dollars
  • empowers you to grow in a digital world
Peer Community

Take on assignments in an advisor cohort

Give + receive peer feedback

Challenge each other to think bigger + level up

Weekly Assignments

Actively work on your business from day one

Execute with support, structure + expert coaching

Expand what you thought was possible in your business

Expert Coaching

Attend weekly live call

Book weekly 1:1 open coaching 

Receive written coach feedback

Marketing Blueprints

Walk away with a blueprint unique to your firm

Understand how to measure + iterate

Begin implementing immediately

4-Week Workshop
$2500 $1199 Co-Vid Discount
Next class starts July 20th


How many hours should I commit to this workshop?

You get what you put in – advisors that report the most success from the workshop commit  5-10 hrs/ week.

Who from my firm should attend?

Whomever is responsible for setting your marketing strategy + vision.

About Candice

As the SVP of Advisor Education, Candice is responsible for developing the strategy and execution of virtual workshops, coaching and consulting programs that help the Modern Advisor supercharge client and prospect engagement with video, podcasts and new skool marketing strategies.

Prior to FiComm, she spent her career at two of the fastest growing and most innovative RIA’s in the US, starting on the trade desk of MercerAdvisors, a $5B RIA and then as The Global Director of Communications and Video at United Capital a $21B RIA, which was acquired by Goldman Sachs. She then went on to make cool videos for Financial Advisors, level up Communication Teams and Coach advisors as the Founder and Senior Consultant of AdvisorJam.

An expert, both on and off camera, she has hosted video and podcast episodes on everything from market updates to style tips for advisors and produced expert interviews on Happiness, LivingRichly and Client Experience. Candice has awesome experience coaching C-Suite Executives and hundreds of advisors on how to show up authentically at the mic and on–camera.

craving modern marketing guidance?

For Teams of 12+ Advisors, Contact our Sales Team for Custom Solutions: