“There are some things that money can’t buy”, Is marketing success one of those things?
In this episode, Adam Holt & Derek Notman invite Megan Carpenter, CEO & Co-Founder of FiComm Partners into the Rethink tank. Megan discusses what the future of marketing could look like. Along with the importance of establishing a target market.
- Why you can’t buy long term marketing success
- The importance of finding your niche market
- Her unique perspective on the advice market
- Why marketing is the primary driver for organic growth
- And more
- Follow RethinkFA on LinkedIn
- Episode 9: Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces
- Episode 20: The Risk of Advisor Complacency Featuring Aaron Klein
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Connect with Megan Carpenter:
- LinkedIn: Megan Carpenter
- LinkedIn: FiComm Partners
- FiComm Partners
- Twitter: FiComm Partners
- Twitter: Megan Carpenter
- Facebook: FiComm Partners
About our Guest:
Megan Carpenter is CEO and Co-Founder of FiComm Partners, an award-winning agency for RIA firms and financial advisors. FiComm exists to expand the impact of financial advice by leading human-centred business change through New Skool marketing, PR, and advisor marketing education. Recognized as a top-4 Industry Disruptor in 2020 by WealthManagement.com, FiComm’s services allow advisors to lead with authenticity, target their focus and drive to commercial success.
Recently named to the Investment News 40 Under 40 list, Meg’s expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences. Her passion to promote the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group. She is also part of the Pledge 1% global movement, having pledged 1% of personal equity, profits, time and product to non-profits in the wealth management community. Current recipients of her Pledge are the CFP Board Center for Financial Planning, Foundation for Financial Planning and the Impact Forum. Megan began her career at John Hancock Financial Network before launching her own business, Caritative Wealth Consulting, at the age of 29. Megan merged her consulting business into her second business venture, FiComm Partners in 2014.
A regular blogger and spokesperson in the media on topics related to financial services marketing and communications, Megan is also a sought-after speaker at a wide range of industry events, including Schwab IMPACT, Pershing INSITE, Bob Veres’ Insider’s Forum, ECHELON Partners Deals and Deal Makers Summit, Riskalyze Fearless Investing Summit, InvestmentNews Best Practices Workshop and Top Advisory Firm Summit, In|Vest, FPA NorCal, MarketCounsel Summit, and the CFA Institute. In addition, she is a co-host of The New Skool podcast.
Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She sits on the Advisory Board of Absolute Engagement, a client engagement business, and the Board of Directors for the Los Angeles chapter of Entrepreneurs’ Organization (EO). Megan is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.
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