Episode Summary

Jeff and Bruce talk options for marketing, niche advisory and being authentic with the CEO and co-founder of FiComm Partners, Megan Carpenter.

Episode Notes

In this episode, you'll hear about:  

• How to stand out in order to build your practice.
• Marketing yourself and your practice authentically.
• How to create or source marketing content and what type of content is right for you.
• Tools to tap into your authenticity.

Related Article: Implementing a social strategy that won’t get you fined by the SEC

Related Article: The case for curiosity as a marketing strategy

Guest Bio:

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-centered 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 InvestmentNews 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 nonprofits 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.