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

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 HappinessLivingRichly 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 10+ Advisors, Contact our Sales Team for Custom Solutions: