On 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.
Show Notes & References
Megan Carpenter is the co-founder and CEO of FiComm. Under Megan’s leadership, FiComm has evolved into a leading financial services communication agency.
Megan’s expertise spans over 15 years of helping wealth management businesses 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. 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.
A regular blogger and spokesperson in the media on topics related to financial services marketing and communications, Megan is also a sought-after speaker at a wide range of industry events, including Pershing INSITE, Bob Veres’ Insider’s Forum, the ECHELON Partners Deals and Deal Makers Summit, the Riskalyze Fearless Investing Summit, InvestmentNews Best Practices Workshop, SourceMedia’s Disrupt|Advice, SourceMedia’s In|Vest, FPA NorCal, the MarketCounsel Summit, and the CFA Institute.
Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She is an active participant in the Los Angeles chapter of Entrepreneurs’ Organization (EO). Megan is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.