FiComm Partners - Podcast Details

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Living Richly with CuroEpisode 46 | Lessons in Leadership & Life With Meg Carpenter🤝 Welcome to Episode 46 of Living Richly with Curo! In this episode, we sit down with Meg Carpenter, CEO of Ficomm Partners, to discuss the realities of entrepreneurship, the evolving role of marketing in financial services, and how to navigate work-life balance as a leader. Whether you're a financial advisor, business owner, or someone looking for insights on building a strong brand, this conversation is packed with value! Ficomm's website: https://ficommpartners.com/ Live richly! ✉️ Send your questions to podcast@curoprivatewe...2025-03-2138 min

Rocket FuelThe 20-Year Friendship Fueling This Company’s Success | Meg Carpenter and Katie JohnsonMeg Carpenter and Katie Johnson, of Ficomm Partners, share the impact core values can have on the success of a company.2025-03-0649 min

The Advisor JourneyUnlocking Authentic Growth with Candice CarltonIn this inspiring episode of The Advisor Journey, host Dasarte Yarnway sits down with Candice Carlton, Head of Strategy at FiComm Partners, to discuss the transformative power of authenticity in business and life. Candice shares her journey from finance to strategy, the lessons she learned about aligning work with values, and her insights on overcoming anxiety and imposter syndrome. Learn how financial advisors can harness the power of video to grow their practices, find deeper purpose, and create meaningful connections with clients. Whether you're a seasoned advisor or just starting out, this episode is packed with actionable...2024-12-1831 min

The BiztapeCandice Carlton on a Purposeful Digital PresenceIn this episode, Candice Carlton shares her game-changing strategies for financial advisors (and beyond!) to stand out online—not for fame, but to create a digital ecosystem that attracts clients, referrals, and partnerships. Learn the secrets to keeping website visitors hooked with the “five-second rule” and how clear, concise messaging can drive growth in any industry. Authentic calls-to-action and aligning your brand with your “why” build lasting, meaningful connections. Connect with us!Candice Carlton on LinkedInFicomm PartnersBrodrick Lothringer on LinkedInTo learn more about PodPony and how we help tho...2024-12-0540 min

Advisor Marketing Made SimpleThe Hidden Risks of Relying Solely on Client ReferralsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is relying solely on referrals putting your advisory firm at risk?In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts.Key points covered:► The changing landscape of how clients find and choose advisors► Why relying solely on referrals can limit yo...2024-12-0439 min

Financial Advisors Want To Know PodcastEp 40: How to Leverage Social Media for Organic GrowthFinancial Advisors Want to Know: How to Leverage Social Media for Organic Growth - Ep. 40 Carolyn Dalle-MolleWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.In this episode, we have Carolyn Dalle-Molle with us speaking about social media trends and gaining traction for organic growth.Carolyn is VP of Consulting and Innovation at Ficomm Partners. I'm the lead consultant within Ficomm's Advisor Accelerator. Lives with her husband and tw...2024-11-2922 min

The FintapeMary Kate Gulick on the Importance of Genuine BrandingIn this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication.We also explore how branding, inspired by big names like Harley-Davidson, can build real human connections. Plus, we dive into the role of music, trust, and teamwork in building a successful career. Don’t miss this conversation!Connect with us below!Mary Kate Gulick on LinkedInFicomm PartnersBrodrick Lothringer on LinkedIn Got...2024-10-1122 min

Digital Marketing TodayRevolutionizing Digital Strategies: Shifts in Consumer Behavior, LinkedIn Success, and CTV Advertising TrendsWelcome to Digital Marketing TodayEpisode Summary: Explore the latest shifts in consumer behavior and innovative digital marketing strategies in this enlightening episode of Digital Marketing Today. Join us as we delve into how digital platforms are revolutionizing decisions in the financial services sector and beyond.What's Inside This Episode: Changing Consumer Dynamics: Discover how consumer behavior within the financial service sector is shifting away from traditional referrals, especially among individuals nearing retirement. A study by Ficomm Partners highlights that only 29% of near-retirees consider referrals necessary, a stark contrast to 60% of older cohorts. Learn...2024-07-0903 min

Growth Leaders of Wealth ManagementTransforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic GrowthDive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we learn about their groundbreaking flat fee model and tech-driven efficiency that are reshaping the wealth management industry. Discover how Facet's shift to a direct-to-consumer model is set to serve 20 million underserved Americans by 2030.Shruti will walk us through their strategic marketing and...2024-07-0126 min

Full Advisor Coaching - The PodcastHow To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)Do the top financial advisors have some sort of secret recipe for balancing their careers with a rich personal life? How do they stay energized as they evolve in their role? Kristin Harad and special guest Arlene Moss discuss the appealing and unexpected aspects of the financial advisor profession. Discover how advisors can evolve and stay fulfilled by aligning personal values with professional goals. Gain valuable insights from Arlene, an executive business coach at XYPN, as she shares her “seasons strategy” for growth that helps you find harmony between your career goals and your personal life. Key H...2024-06-2640 min

Internal Use OnlyGrab Bag: Industry HappeningsSend us a textIn this just-for-kicks episode, the host breaks down a few recent articles and happenings that impact wholesalers and advisors. Advisor Hub article on Morgan Stanley Broker filing lawsuitFiComm RIA Growth Youtube SeriesFinancial Advisor InfluencersSupport the show 2024-03-0516 min

Scaling Through Structure2 - Elevating Efficiency: The Executive Assistant Advantage with FiComm Partner's Meg CarpenterYour host, Austin LaRoche, talks with the CEO and Co-Founder of FiComm Partners, Meg Carpenter. FiComm Partners' story is a remarkable tale of identifying a gap in the wealth management space and transforming it into an opportunity. Twelve years ago, Meg noticed the lack of a professional marketing function in the industry. From its humble beginnings as an independent consultancy, FiComm evolved into a full-fledged firm, integrating marketing with PR to deliver unparalleled value to clients.The company's growth trajectory skyrocketed, and despite the challenges of partnership alignment, Meg's leadership and vision propelled FiComm to become an...2024-02-1339 min

Gaining PerspectiveWhat Advisors Get Wrong About the Great Wealth TransferWhat if everything you’ve been told about cultivating client assets from one generation to the next is wrong and unhelpful? Yes, the ”great wealth transfer” is a massive opportunity for financial advisors and wealth managers, but Meg Carpenter believes the advisory profession is looking at the opportunity through the wrong lens. In this conversation, we will focus on why the next generation of clients nearly always leaves their parents’ advisor, and how you can rethink your marketing efforts to attract the right clients across generations.-Additional resources:FiComm Partners website- https://ficommpartners.com/Meg Carpente...2023-11-2128 min

The InvestmentNews PodcastEpisode 79: New-school communications: Adviser marketing with Megan CarpenterJeff and Bruce talk options for marketing, niche advisory and being authentic with the CEO and co-founder of FiComm Partners, Megan Carpenter.2023-08-1851 min

The InvestmentNews PodcastEpisode 136: Video is the future for marketing advisory servicesEpisode Notes Bruce and Jeff chat with Candice Carlton, head of advisor growth marketing at FiComm Partners, about Merrill Lynch’s new tool allowing advisors to share custom videos and why Candace sees it as a wake-up call for advisors. She goes through the do’s and don’ts of using video to market yourself as an advisor, and explains why this is a tool everyone will have to master. Candice Carlton is the head of advisor growth marketing at FiComm Partners. Prior to FiComm, she worked for and with some of the fastest growing and most innovative firms in the US...2023-08-1728 min

Great AspirationsThe New Skool Approach: How FiComm modernized marketing and helped advisors strengthen client relationshipsWelcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. Episode 2 features an interview with two leaders at FiComm Partners, an integrated communications agency serving the industry of financial advice. Megan Carpenter is the Founder and CEO and Candice Carlton is the Head of Advisor Education, a Marketing and PR coaching membership. In this episode, Mike LaMena talks to Megan and Candice about the genesis of their "New Skool" approach and the impact...2023-08-1638 min

The Diamond Podcast for Financial AdvisorsDriving Organic Growth: Practical Marketing Tips for Advisors from FiComm’s Megan CarpenterGrowing a sustainable wealth management business relies on attracting new clients while engaging current ones. The leader of the award-winning integrated marketing firm shares advice on what it takes to impact organic growth via marketing.2023-06-2957 min

Voice from the HillsPlaying the PR Game: A Conversation with Jason Lahita"You should take it personally if you don't get quoted in an article when you spent time engaging on a certain topic. You should want to improve and figure out why it is that you didn't get in the piece. And any good PR team is gonna help you get to the bottom of that and get better the next time out." - Jason Lahita-Through his own experiences and real-life anecdotes, Jason Lahita uncovers the intricacies of the PR landscape, from mastering the art of storytelling to cultivating transparent and fruitful relationships with...2023-06-0557 min

The New SkoolHow to Attract Top + Diverse Talent with Emlen Miles-MattinglyIf you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclassIn this special episode, we are joined by award-winning podcaster, Co-Founder of Onyx Advisor Network, Co-Founder of BLantiX Internship, and Founder & CEO of Gen Next Wealth Emlen Miles-Mattingly in front of a live audience at BNY Mellon Pershing.Emlen uses his influence to create a more inclusive industry that welcomes top talent. We empower you to listen to this discussion through your own lens so that you can create change within our...2023-05-0333 min

Freelance to Freedom: Attract High Income Clients, Create an Expansive Mindset & Overcome Business BurnoutHave a Clear Vision: A 7-Figure Business and New Skool Mindset with Meg CarpenterLooking to hire as you grow your business? Meg Carpenter's advice is rock solid. She goes into hiring from desperation, contractors vs. employees and how to hire both effectively and knowing your core values helps you choose the right fits for your team.Meg Carpenter is CEO and Co-Founder of FiComm Partners, an award-winning integrated marketing firm, focused on the independent wealth management space, working alongside advisors, advisory firms, and wealth management platforms at every stage of growth. FiComm exists to expand the impact of financial advice by leading human-centered business change through New Skool marketing, PR...2023-05-0259 min