Rethink: The Financial Advisor Podcast Episode 24 with Megan Carpenter

Episode 24: Can you buy Marketing Success? Featuring Megan Carpenter


The future is human, and the future is digital.

Success depends on whether you can augment your human relationships, create and cultivate meaningful connections, and get your content to the right people at the right time.

So, what is the missing opportunity or challenge that advisors are missing?

Marketing will become your primary driver for organic growth for your business.

While referrals previously drove organic growth, having a proven (digital) marketing engine behind your business is crucial. This begs the question we’ve asked in the title: Can you buy marketing success?

“There are some things that money can’t buy,” is marketing success one of those things?

You can find out more in this episode, as Adam and I 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.

To summarize, Megan discusses:

  • 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

Connect With Derek Notman:

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Connect With Megan Carpenter:

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 for promoting the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group.

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.

Megan graduated from the University of Southern California with a B.S. in Business Administration, emphasizing 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 Entrepreneurs’ Organization (EO) chapter.

You can listen this podcast below.