Meg Carpenter didn’t exactly plan to become one of the most recognized marketers in financial services — unless you count “I’ll take any paid internship” as a plan. Thirteen years later, she’s running a firm that’s shaking up how advisors think about growth, brand, and what “strategy” actually means.
In this episode, she touches on:
If you’ve ever wondered why some advisors seem magnetic while others fade into the wallpaper, this is your sign. Meg is proof that real strategy + personality is still the winning combo.
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