Episode Details
Megan 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 and what advisors and firms can do to set themselves apart.
