Megan Carpenter on The Future of Advice | S1 E8

Episode Details

Megan Carpenter is the CEO and founder of FiComm Partners.

She was recently named in 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 John Hancock Financial Network before launching her own business, Caritative Wealth Consulting, and then merging that company into her second business venture, FiComm Partners in 2014.

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, FiComm’s services allow advisors to lead with authenticity, target their focus and drive to commercial success.

She is a regular blogger and spokesperson in the media on topics related to financial services marketing and communications and is also a sought-after speaker at a wide range of industry events, including Schwab IMPACT, Pershing INSITE, Bob Veres’ Insider’s Forum, ECHELON Partners Deals and Deal Makers Summit, Riskalyze Fearless Investing Summit, InvestmentNews Best Practices Workshop and Top Advisory Firm Summit, In|Vest, FPA NorCal, MarketCounsel Summit, and the CFA Institute.

Her firm also produces an engaging podcast called, The New Skool which you can find on Apple Podcasts and on her website