Shows
Growth Leaders of Wealth ManagementHow EP Wealth Advisors Scaled to $32B Without Losing Its SoulSome leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real story here isn’t on the numbers, but the humility, partnerships, and radical rethinking of how wealth management firms grow.In this episode, host Meg Carpenter talks with EP Wealth’s co-founder Brian Parker, CEO Ryan Parker, and Head...2025-08-121h 09
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
The TensionThe Growth TensionGrowing a financial advice business is hard. In the early days, you pour everything into bringing on your first clients. But as the demands of running the business grow, how do leading advisors continue their growth journey? Advisor Growth and Marketing Expert Meg Carpenter joins Luke Winskowski and Dan Wanous to have the conversation on how intentional advisors can manage the Growth Tension.In This Conversation:Meg Carpenter, Founder and CEO of FIComm Partners and Host of Growth Leaders of Wealth Management podcastLuke Winskowski, President of 49 FinancialDan W...2024-12-0437 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 show2024-03-0516 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 minThe 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
RIA EdgeRIA Edge Podcast: Embracing the Marketer’s Mindset: Megan Carpenter’s Playbook for RIAs to Drive Meaningful GrowthWhile markets may be in bear territory, it’s a bull market for financial advice – as more individuals need access to professional advice than ever before. How can RIAs effectively take advantage of this once-in-a-lifetime growth opportunity to acquire new clients and deepen relationships with existing clients? Megan Carpenter, the CEO and Founder of FiComm … Read More Read More2023-04-1835 min
The New SkoolThe Power of Podcasting with Matt HalloranIf you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclassWe connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solution, to discuss our shared love of podcasting, how to show up authentically, and the impact it can have on advisor businesses. In this episode, we talk about how to rise above the noise, free yourself from the torment of sales, and grow your client credibility through podcasting. Our FiComm and ProudMouth partnership is...2023-04-0539 min
In the SuiteEP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022Send us a textToday, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and e...2023-03-2037 min
The New SkoolRocking Advisor Video with Samantha RussellIf you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclassWe are wild advocates for advisor video and coach advisors on how to rock video across their client experience in our quarterly DIY Video Workshop. That’s why we were so excited to partner with FMG and partner with Samantha Russell on our podcast to talk about the power of advisor video.Samantha Russell, Chief Evangelist Officer at FMG Suite strives to help financial advisors drive organic growth through digital marketing strategies an...2023-02-0341 min
CRM UnlockedTechnology-Based Marketing Strategies with Susan ThederThe integration of CRM with marketing technologies has been a game-changer for businesses. CRM systems are beneficial for automating and managing customer data. Combined with marketing technologies, they can create powerful customer journeys, allow businesses to understand their customers better, and develop more targeted marketing strategies. In this episode, Ali and Marc talk with Susan Theder, Chief Marketing and Experience Officer at FMG Suite. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences. Having a passion for helping financial professionals grow and market their businesses, Susan was named C...2022-12-0626 min
Wealthies CircleWealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve ClientsThe pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pre-emptive ESG recommendations to automated creation of highly personalized client videos full of portfolio data, financial plan progress and goal achievement—client engagement has moved light years ahead of where it was just a few years ago. The result? Efficiency for the advisor; experience and ease-of-use for the client.
Listen in as our panelists discuss how their own firms and the fastest growing ad...2022-11-0824 min
The New SkoolInvesting in Independence with Matt BrinkerAs the former Head of Acquisitions, Matt Brinker, closed 90 transactions in his 13 years with United Capital. After setting his sights on a new path, Matt is now the managing partner at Merchant Investment Management. In this episode, Matt shares his love for the independent advisor space, how he believes your capital partner influences your destination and what drives his passion. He also speaks about the key ingredients to digital marketing and how his own money story has shaped his perspectives. https://www.linkedin.com/in/mattbrinker/https://twitter.com/mkbrinker?lang=en 2022-11-0336 min
The New SkoolCreating an Award-Winning Podcast with Take Back RetirementStephanie McCullough of Sofia Financial and Kevin Gaines of AFMG Planning, are this year’s FiComm and Investment News, Podcast Award-winners in the category of Educate and Empower! Forming the Take Back Retirement podcast, these two felt a calling to reshape the retirement conversation for women over 45 years old. In this episode, co-hosts Stephanie and Kevin share their journey and what drove them to start their podcast, Take Back Retirement. One of their main focuses is to meet women where they are by creating the space for women to concept and understand the possibilities of retirement. They in...2022-10-0440 min
The New SkoolBecoming a Limitless Advisor with Stephanie BoganStephanie Bogan, the founder of Limitless Advisor, is no stranger to success. She sold her first consulting firm to a fortune 200 company and built the client experience at United Capital. But she always felt like something was missing. In this episode, she shares her own journey in finding freedom, becoming her most authentic self and the power of mindset. We catch a glimpse at not only how to create a business that is successful but more importantly a life that is empowering. https://twitter.com/steph_boganhttps://www.linkedin.com/in/sbogan/2022-09-0750 min
The New SkoolThe Paradox of Attracting and Repelling Prospects with Michael KitcesMichael Kitces is an industry speaker, trailblazing Twitteree and the founder of Kitces.com. As the publisher of both The Kitces Report and the Nerd’s Eye View blog, Michael has accumulated a twitter following of 72.9K. In this episode, Michael shares his own experience in overcoming imposter syndrome and discovering first-hand the power and vulnerability of defining a niche. He attributes much of his success to knowing that some people will love his work and some will hate it and inspires us all to be a little more comfortable in our own skin. https://ww...2022-08-0941 min
The New SkoolCreating Funded Contentment with Brian PortnoyBrian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human experience of money. In this episode, he shares his personal journey to funded contentment and how his coaching and content of Shaping Wealth is helping advisors to do the same with their clients. Brian works with advisors and HR in companies and universities to create financial well-being programs and reach simplicity in the complex world of money. Website: https://www.shapingwealth.com/ Brian’s Portnoy’s LinkedIn: https://www.linkedin.com/in/brianportnoy/ Brian’...2022-07-2139 min
Rethink. Financial AdviceCan you buy Marketing Success? With Megan Carpenter (Ep 24)“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. Megan discusses:Why you can’t buy long term marketing successThe importance of finding your niche marketHer unique perspective on the advice marketWhy marketing is the primary driver for organic growthAnd moreResources:Follow RethinkFA on Linked...2022-06-2236 min
The New SkoolStaying Out of the PE Race with Keel PointAt a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has consciously decided not to participate and focus on building a legacy firm with the next generation of advisors. In this episode, we spoke with Mike Perry and Steven Skancke, President and Chief Economic Officer at Keel Point, respectively. They discussed how they’ve elected not to grow through PE money or acquisition and the crucial ingredients for setting their advisors up for success, such as focusing on succession planning and practicing high emotional intelligence.h...2022-05-1935 min
The Indie AdvisorFinancial PR: Establishing Credibility in the Financial Services Industry with Jason Lahita and Jimmy MoockPublic relations professionals have long understood the importance of building relationships with key members of the media. But in the social media age, where news breaks online and stakeholders can communicate directly with brands, it’s more important than ever to have a comprehensive social media strategy in place. When done correctly, social media can be a powerful public relations tool that helps build relationships with key journalists, connect with potential customers and clients, and establish a strong online presence.In today’s episode, Craig talks with Jason Lahita, Founding Partner of StreetCred PR and Jimmy Moock, Mana...2022-04-2635 min
The New SkoolAdvisor Personal Branding with Sam GammellOn this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Services. She shares her experience, learnings, and successes in supporting advisors to tell their individual stories under one brand. She is truly taking a "new skool" approach to advisor marketing and we're such fans. Website - https://www.capitalgroup.com/pcs/LinkedIn - https://www.linkedin.com/in/samantha-gammell-tardiff-4931221/ 2022-04-2136 min
The New SkoolBuilding a Modern Investment Team with Kara MurphyIn this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a woman CIO, the importance of having a diverse investment team, and the RIA space's move away from being super focused on returns.Website: https://www.kestrafinancial.com/newsroom/authors/kara-murphy LinkedIn: https://www.linkedin.com/in/moneywithmurphy/ Twitter: https://twitter.com/moneywithmurphy 2022-03-2934 min
Wonder Podcast: Empowering Women Entrepreneurs to Change the WorldIt’s not an information age, it’s a communication age | Megan CarpenterMegan Carpenter is the CEO and co-founder of FiComm Partners, a branding and digital marketing agency for the financial services industry. In this episode, Megan shares her thoughts on what brands can do in this information age to better their business. She also talks about her entrepreneurial journey, from learning how to work with a partner to going it solo, from starting off as a small venture to growing into a successful business, Megan has seen it all. Listen in! Timestamped Show notes 01:29 - It’s not an information age, it’s a communication age 03:05 - That huma...2022-03-1457 min
WealthTech on DeckA Marketing Playbook that Disrupts Traditional Models with Megan CarpenterMarketing is all about connecting with your audience in a way that resonates with them. One of the best ways to do this is by being authentic and vulnerable. People can see through a false persona. They do not want to see or hear perfect marketing, they want to see and hear real people. How can businesses leverage these qualities to connect with their customers in a meaningful way?In today’s episode, Jack talks with Megan Carpenter, CEO and Co-Founder of FiComm Partners, named to InvestmentNews' 2020 40 Under 40 List, and a sought-after speaker at a wide range of...2022-03-0129 min
The New SkoolThe New Skool of Deal Making with Jacqueline MartinezJacqueline Martinez, Managing Partner of Alaris Acquisitions, joins us to explain what’s going on in the M&A Space and the number one things advisors should consider when looking for a new home. She explains how to get buyer ready, increases maximum value, and the most important determinants of a successful fit.Alaris Acquisitions: https://alarisacquisitions.com/ LinkedIn: https://www.linkedin.com/in/jacqueline-martinez-/ 2022-02-1733 min
The New SkoolFrictionless Finance with Mike Walkinshaw and Mark BakkerMike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding for SaaS founders through private credit. We talk inventing a new way, experimental mindset, growing with a lean team, adopting to remote work across a multigenerational workforce, and the evolution of private credit. LinkedIn: https://www.linkedin.com/in/markbakker/ and https://www.linkedin.com/in/mike-walkinshaw-1a9688/ Website: https://timiacapital.com/ 2022-01-1941 min
The New SkoolLeading Through Authentic Connection with Adam CoxAdam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on trust law, he’s had to make the shift to managing a team and exploring the world of content creation. In this episode Adam discusses that shift, helping his team to grow and develop, and the importance of creating content. First National Bank in Sioux Fall Website: https://www.fnbsf.com/ Adam’s LinkedIn: https://www.linkedin.com/in/adam-cox-bb11845/ The First National Bank in Sioux Falls YouTube: https://www.yout...2021-12-2139 min
The New SkoolThe Power of Vulnerability with Financial SobrietyJim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – boa ok and awaraward-winningd winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money. In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients. Website: https://yourfinancialsobriety.com/ LinkedIn: https://www.linkedin.com/in/matthewgrishmanfinancialsobriety & https://www.linkedin.com/in/jimgebhardtcfp/ 5-Day Show Me The Money Challenge: https...2021-11-1546 min
The Future of Advice™Megan Carpenter and Mark Tibergien | Video PodcastMegan Carpenter is the CEO and founder of FiComm Partners.
She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences.
Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.
Mark’s professional background spans Executive Leadership, Consulting, Training, Writing, and Speaking. He has led organizations from start-up to exit, from dynamic growth to turn-around.
Together, they discuss where the industry is headed...2021-11-101h 02The Future of Advice™Megan Carpenter | Video PodcastMegan Carpenter is the CEO and founder of FiComm Partners.
She was recently named to the Investment News 40 Under 40 list and her 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.
Megan began her career at Jo...2021-11-021h 08
The New SkoolCreating Change and Driving Business Results Through Podcasting with Emlen Miles-MattinglyEmlen Miles Mattingly is CEO of GenNext Wealth + Host of The Minority Money podcast. He is also a previous New Skool guest (we were so excited to have him back on!) and the winner of our podcast competition in the Diversity & Inclusion category. In this episode, we hear a little bit more about Emlen’s journey with podcasting and how it’s helped him make a change, while also driving commercial success. Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Website - https://gennextwealth.com/ Podcast series - ht...2021-10-2238 min
The Conquer Risk PodcastIndustry Gossip (E9)Our first episode of autumn has arrived. Grab a cup of tea (or a hot toddy) and join us as we rank what’s overrated and what’s underrated:AssetMark widens offensive on Envestnet by creating SMA mini-market Annual "call for article submissions" as publications produce their Market OutlookFranklin Templeton to buy O'Shaughnessy Asset ManagementFiComm Partners Launches New AmpliFi Offering for Financial Advisors Fidelity opens adviser access to fractional sharesWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.M...2021-10-0106 minIn the Suite52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm PartnersSend us a textIt is an absolute pleasure to welcome Megan Carpenter In The Suite! Megan is the Co-Founder and CEO of FiComm Partners, the co-host of the podcast 'New Skool,' a blogger, a spokesperson, and an active member of the CFP Board Center for Financial Planning Workforce Development Advisory Group. She's also a member of the Investment News 40 Under 40 list! Megan's route to a career in the financial advice business began with a paid marketing internship at John Hancock Financial Network. In no time, the industry turned into her passion, and in 2014, s...2021-08-031h 04
The New SkoolRocking Video + Building a Disruptor Brand with Wistia Co-FoundersChris Savage and Brendan Schwartz are the cofounders of Wistia – what we call “the cooler, business version of YouTube” + most recently DIY video tools and podcast hosting.In this episode, Brendan and Chris share their insights on building a disruptor company from the ground up, finding their niche, the nerves that everyone experiences with video, and the importance of keeping things simple. LinkedIn: https://www.linkedin.com/in/cjsavage/ + https://www.linkedin.com/in/brendanschwartz/Website: https://wistia.com/Twitter: https://twitter.com/brendan?lang=en + https://twitter.com/csavage?lang=en...2021-07-2249 min
The New SkoolRocking Video + Building a Disruptor Brand with Wistia co-foundersChris Savage and Brendan Schwartz are the cofounders of Wistia – what we call “the cooler, business version of YouTube” + most recently DIY video tools and podcast hosting.In this episode, Brendan and Chris share their insights on building a disruptor company from the ground up, finding their niche, the nerves that everyone experiences with video, and the importance of keeping things simple. LinkedIn: https://www.linkedin.com/in/cjsavage/ + https://www.linkedin.com/in/brendanschwartz/Website: https://wistia.com/Twitter: https://twitter.com/brendan?lang=en + https://twitter.com/csavage?lang=enM...2021-07-2249 minThe New SkoolCoaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-MoleArlene Moss and Carolyn Dalle-Mole are coaches at XY Planning Network. Arlene and Carolyn work directly with advisors to coach them towards becoming advisors of the future. In this episode, Arlene and Carolyn discuss their take on the imposter syndrome and the idea that sometimes problems in your business may be a result of an emotional block. LinkedIn: https://www.linkedin.com/in/arlenemoss/ and https://www.linkedin.com/in/carolyndallemolle/ Mentioned in this episode: XY Planning Network - https://app.xyplanningnetwork.com2021-07-0139 min
The New SkoolCoaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-MolleArlene Moss and Carolyn Dalle-Molle are coaches at XY Planning Network. Arlene and Carolyn work directly with advisors to coach them towards becoming advisors of the future. In this episode, Arlene and Carolyn discuss their take on the imposter syndrome and the idea that sometimes problems in your business may be a result of an emotional block.LinkedIn: https://www.linkedin.com/in/arlenemoss/ and https://www.linkedin.com/in/carolyndallemolle/Mentioned in this episode: XY Planning Network - https://app.xyplanningnetwork.comSubscribe to never miss an episode...2021-07-0139 min
The Future of Advice™Megan Carpenter + Mark TibergienMegan Carpenter is the CEO and founder of FiComm Partners.
She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences.
Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.
Mark’s professional background spans Executive Leadership, Consulting, Training, Writing, and Speaking.
He has led organizations from start-up to exit, from dynamic growth to turn-around.
Together, they discuss where the industry...2021-06-021h 02
Retirement Inside Out with Tom LamendolaEp 22: First Half In Review With Alisa AgnewToday's podcast is going to be a little bit different than our usual interviews. We sit down with FIG's Senior Marketing Strategist Alisa Agnew to review the epiodes of the podcast we have done so far. We talk about the high points of each interview, some common traits we have observed, and what's on the horizon for FIG. Key Moments: 1:19 - Looking Back On Starting The Podcast 4:18 - Michael Kitces 6:00 - Kindra Hall 9:45 - Colin Branch 10:57 - Matt Woodford 11:40 - David Drummond 15:48...2021-05-2846 min
The New SkoolEmbracing a Mindset of Experimentation with Wes KaoWes Kao is the previous co-founder of altMBA that she built alongside Seth Godin, and has now teamed up with one of the co-founders of Udemy to release the first cohort-based learning platform – Maven. In this episode, Wes shares her framework for embracing a mindset of experimentation to solve problems differently, the future of learning and the power of community and shared stories to create to change.LinkedIn: https://www.linkedin.com/in/weskao/Website: https://www.weskao.com/Twitter: https://twitter.com/wes_kaoMentioned in this episode: ...2021-05-1341 minThe New SkoolEmbracing a Mindset of Experimentation with Wes KaoWes Kao is the previous co-founder of altMBA that she built alongside Seth Godin, and has now teamed up with one of the co-founders of Udemy to release the first cohort-based learning platform – Maven. In this episode, Wes shares her framework for embracing a mindset of experimentation to solve problems differently, the future of learning and the power of community and shared stories to create to change. LinkedIn: https://www.linkedin.com/in/weskao/Website: https://www.weskao.com/Twitter: https://twitter.com/wes_kaoMentioned in this episode: ...2021-05-1341 min
The New SkoolPursuing Independence to Serve Special Needs with Matthew RicksMatthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community. An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.”LinkedIn: https://www.linkedin.com/in/matthewgricks/Haystack Financial Planning: https://www.linkedin.com/company/haystackfp/Website: https://haystackfp.com/aboutSubscribe to never miss an episod...2021-04-0631 minThe New SkoolPursuing Independence to Serve Special Needs with Matthew RicksMatthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community. An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.” LinkedIn: https://www.linkedin.com/in/matthewgricks/Haystack Financial Planning: https://www.linkedin.com/company/haystackfp/Website: https://haystackfp.com/about2021-04-0631 minThe Future of Advice™Megan CarpenterMegan Carpenter is the CEO and founder of FiComm Partners.
She was recently named to the Investment News 40 Under 40 list and her 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.
Megan began her career at Jo...2021-04-021h 08The New SkoolVideo, Money, Mistakes + Going Viral with Adam LisagorAdam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warby Parker, Airbnb, Uber, and more! We were so excited to have him on as our first industry- outsider. In this episode, he talks about the correlations between media and money, how making mistakes your own way is the secret to finding your authentic tone and offers his own, really inspired and candid take on how financial advisors can powerfully connect with those they seek to serve. LinkedIn: https://www.linkedin.com/in/adam...2021-03-0546 min
The New SkoolVideo, Money, Mistakes + Going Viral with Adam LisagorAdam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warby Parker, Airbnb, Uber, and more! We were so excited to have him on as our first industry- outsider. In this episode, he talks about the correlations between media and money, how making mistakes your own way is the secret to finding your authentic tone and offers his own, really inspired and candid take on how financial advisors can powerfully connect with those they seek to serve.LinkedIn: https://www.linkedin.com/in/adamlisagor...2021-03-0446 min
Retirement Inside Out with Tom LamendolaEp 7: Becoming An Authentic Leader with Megan Carpenter and Candice CarltonIn this episode, John sits down with Megan Carpenter and Candice Carlton from FiComm to discuss their marketing mantra “New Skool,” which is helping leaders become authentic in their approach. They also discuss how to market to different audiences in this new age, and how to incorporate new methods to reach those target groups. About FiComm FiComm is an industry leader in the marketing space when it comes to Registered Investment Advisors and Broker-Dealers. They are helping create change through their marketing strategies. Company website: https://www.ficommpartners.com/ https://www.link...2021-02-1240 minThe New SkoolDare to Dream with Anna N'jie-KonteAnna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more accessible and relatable for women of color. She says her mission is to witness the joy that her clients get to experience when they realize that their dreams are not out of reach. Listen to Anna discuss why she made the decision to launch her own practice, her experience in breaking down the wall between her personal and work self, creating a judgment-free space to help her clients hold their heads a little higher.Twitter: https...2021-02-1235 min
The New SkoolDare to Dream with Anna N'jie-KonteAnna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more accessible and relatable for women of color. She says her mission is to witness the joy that her clients get to experience when they realize that their dreams are not out of reach. Listen to Anna discuss why she made the decision to launch her own practice, her experience in breaking down the wall between her personal and work self, creating a judgment-free space to help her clients hold their heads a little higher.Twitter: https://tw...2021-02-1135 minThe New SkoolFuture-Proofing the RIA Industry with Dani FavaDani Fava’s name is synonymous with innovation. She was previously the Director of Institutional Innovation at TD Ameritrade Institutional and is now Head of Strategic Development at Envestnet leading transformation. Named by IN as a 2020 Woman to watch she is known for showing up on stage in Nike hightops, saying the things people are often thinking but afraid to say and is committed to future-proofing the RIA industry. She talks about when she stopped pretending at work and her journey to more fully becoming herself at work.LinkedIn: https://www.linkedin.com/in/dani-fava/2021-01-2235 min
The New SkoolFuture-Proofing the RIA Industry with Dani FavaDani Fava’s name is synonymous with innovation. She was previously the Director of Institutional Innovation at TD Ameritrade Institutional and is now Head of Strategic Development at Envestnet leading transformation. Named by IN as a 2020 Woman to watch she is known for showing up on stage in Nike hightops, saying the things people are often thinking but afraid to say and is committed to future-proofing the RIA industry. She talks about when she stopped pretending at work and her journey to more fully becoming herself at work.LinkedIn: https://www.linkedin.com/in/dani-fava/...2021-01-2135 min
Becoming Referable PodcastCandice Carlton On Using Video to Set Yourself ApartCandice Carlton, is the SVP of advisor education at FiComm Partners. She is responsible for developing the strategy and execution of programs and workshops that help advisors develop their own strategic marketing campaigns, initiatives, videos and podcasts. Candice also co-hosts the New Skool podcast with Megan Carpenter A media expert, Candice has hosted video and podcast [...]
The post Candice Carlton On Using Video to Set Yourself Apart appeared first on Becoming Referable.2021-01-1438 min
The New SkoolChanging Money Stories with Georgia Lee HusseyGeorgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum. In this episode she discusses Modernist’s mission to help change client money stories, financial planning as an “arc of change,” and blending non-traditional elements to create an RIA of change. Linkedin - https://www.linkedin.com/in/georgialeehussey/Mentioned in this episode:Money Quotient: https://www.moneyquotient.com/ Modernist Financial: https://modernistfinancial.com/Gestalt Therapy: https://www.psychologytoday.com/us/therapy-types/gestalt-therapy#:~:text=Gestalt%20therapy%20is%20a%20client,ha...2020-12-2139 min
The New SkoolWhat it means to be a HUMAN CEO with Toussaint BaileyToussaint Bailey is the CEO of Enso Wealth and the Founder of the Just Listen Project. In this episode Toussaint shares about his Jerry Macguire moment, what it means to be a “human leader,” and his vulnerable yet profoundly powerful journey in creating The Just Listen Project and claiming the label “black professional.”An avid student of the science of well-being and emotional health, much of Toussaint’s work is aimed at preserving and enhancing Enso Wealth’s unique culture and expanding the abundance mindset to help their clients live more fulfilling lives. LinkedIn - https://www.l...2020-12-0842 min
The New SkoolThe Alchemy of CX in Wealth Management with Seb DoveySeb Dovey, is a successful entrepreneur, co-founder of Scorpio Partnership, advisory board member to FiComm, and a plethora of financial services companies across the globe. In this episode, he speaks about the alchemy of Client Experience in wealth management, what high net worth clients really want, plus the birth of the chief commercial officer, and the future of financial services. It’s not what you think. You can find Seb here: https://www.linkedin.com/in/sebastiandovey/ Mentioned in this episode:United Capital (Goldman Sachs): https://www.goldmanpfm.com/UBS...2020-11-2435 min
The New SkoolReimagining Active Management with Matthew SiegelMatthew Siegel, CMO + Co-Founder of Aperture Investors, is bringing vulnerability to active fund management- an industry they say is designed to fail. An unusual CMO in financial services, he was previously the Chief Digital Officer of Roc Nation, Jay-Z's media company, and VP at Ripcord Innovation Studio. In this episode, he discusses aligning alpha with client fees, Mariah Carey, and why their portfolio managers are on Instagram. Twitter: https://twitter.com/matthewlsiegel?lang=enLinkedIn: https://www.linkedin.com/in/mattsiegel/Website: https://apertureinvestors.com/Mentioned in this episode:Ro...2020-10-2942 min
The New SkoolHumanizing Financial Advice with Carl RichardsCarl Richards is a Certified Financial Planner™, creator of the Sketch Guy column, appearing weekly in The New York Times since 2010, and has been featured on Marketplace Money, Oprah.com, and Forbes.com. In this episode we were moved, expanded and connected by hearing Carl talk all things “imposter syndrome,” Pema Chodron, his most vulnerable career move, and his plea to the financial services to be more Human. Twitter - https://twitter.com/behaviorgap?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorWebsite - https://behaviorgap.com/Linkedin - https://www.linkedin...2020-10-1451 min
The New SkoolChanging the Complexion of Wealth with Emlen Miles-MattinglyEmlen Miles Mattingly is CEO of Gen Next Wealth + Host of The Minority Money Podcast. His mission is clear- change the complexion of wealth. In this episode, hear about his “why,” 92% conversion rate, “We need to talk series” and why wearing a suit is so important to him. You can find him here: Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorWebsite - https://gennextwealth.com Podcast series - https://www.minoritymoneypodcast.com/Linkedin - https://www.linkedin.com/in/emlen-miles-mattinglyInstagra...2020-09-2339 min
The New SkoolThe Challenge of Authenticity with Meg CarpenterMeg Carpenter, CEO of FiComm Partners, and Candice Carlton, Head of Advisor Education speak about why they launched this podcast, what the "New Skool" means to them and why showing up authentically can be challenging even for Marketing pros. Be sure to subscribe so you never miss an episode on YouTubeConnect with us: Instagram, LinkedIn, and Twitter Mentioned in the conversation: - Carl Richards + Michael Kitces episode on Imposter Syndrome - FiComm's Advisor Education - Seth Godin's take on The Imposter Syndrome 2020-09-0132 min
TacoTechEpisode 13: Marketing Your True Self with Video and Authenticity featuring FiComm's Megan CarpenterFiComm co-founder and CEO Megan Carpenter guests on TacoTech this week to talk about what her firm is doing to help financial advisors get more comfortable with video marketing. We also discuss the important conversation the industry is having right now about diversity and inclusion, and talk about her favorite tacos to serve at Casa de Carpenter.
Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new episodes.2020-08-0632 min
The New SkoolWelcome to the New SkoolCome along with us as hosts Meg Carpenter and Candice Carlton dive in to the New Skool wave of thinking. We speak with industry insiders and outsiders about the power of vulnerability and truth as critical ingredients to great storytelling, marketing and growing the modern RIA.2020-07-3000 min
The Invest Podcast with Tobias SalingerHow financial advisor marketing can tap into transformationWealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.2020-03-0527 min
The Advisor Advancement Podcast NetworkUn-Niched Ep. 17 – The Communication Age with Megan CarpenterOn this episode of UnNiched, we meet Megan Carpenter. As the co-founder and CEO of FiComm Partners LLC, Megan knows what it takes to build a business. Join Andrea as she chats with Megan about how financial advisors can build their own business, what it means to have fierce personal leadership, and why understanding perception and communication are the keys to everything.2019-10-161h 32
The Cannon CurveEpisode 36: Megan CarpenterThis month’s curve guest brings passion, drive, and leadership to the financial industry. She is a hard worker and an even better mother. Megan Carpenter is joining us today to share with us her insights and perspectives from a communication and marketing standpoint. She fell into the financial industry by chance. However, since she started, she has narrowed her focus. Megan’s career has led her to be the CEO and Co-Founder of FiComm, a leading communication, and marketing firm for financial services. Listen in to this episode as it is packed full of good information that...2019-08-2944 minBecoming Referable PodcastMegan Carpenter on Authentic ConnectionsMegan Carpenter is co-founder and CEO of FiComm Partners, LLC, a firm that delivers strategic communications programs to clients via public relations, digital marketing, branding, social media and creative services. Under Megan’s leadership, FiComm has expanded to three regional offices across the United States. She’s also a regular blogger, speaker, and media spokesperson on topics [...]
The post Megan Carpenter on Authentic Connections appeared first on Becoming Referable.2018-11-2936 min
The Elite Advisor Blueprint®: A Podcast for Financial AdvisorsJason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm PartnersJason Lahita is the president and co-founder of FiComm Partners—they are a PR firm that focuses exclusively on the independent advisory community and to my knowledge still the only PR firm out there that deals just in the financial advisory space. Jason is seen as one of the most respected PR professionals in our industry. Today, we do a deep dive into all things PR for Financial Advisors. Download Jason’s FREE Financial PR Starter Kit that Covers 3 Simple Tips to Establishing a Low-Cost, High-Value Media Relationship --> http://bradleyjohnson.com/392018-01-081h 29
Allworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 7: Bill Good MarketingOn this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.
2017-12-2932 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 6: PR and MediaOn this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.
2017-12-2626 min
Behind The AdvisorEp #68: How to Use PR to Grow Your RIA with Megan CarpenterThis week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. We discuss her decision to break from working with insurance and broker-dealer firms to focusing exclusively on marketing campaigns for RIAs. This episode is loaded with valuable tips on why advisors should consider working with a public relations firm and how the exposure can grow their businesses. While you can work on marketing your firm independently, working with an expert can help you target the right media sources that will be most...2016-10-051h 02Behind The AdvisorEp #68: How to Use PR to Grow Your RIA with Megan CarpenterThis week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. We discuss her decision to break from working with insurance and broker-dealer firms to focusing exclusively on marketing campaigns for RIAs. This episode is loaded with valuable tips on why advisors should consider working with a public relations firm and how the exposure can grow their businesses. While you can work on marketing your firm independently, working with an expert can help you target the right media sources that will be most...2016-10-051h 02