Ficomm Partners @FicommPartners
We’re the embedded growth partner for results-focused #RIAs, #wealthmanagement platforms, #assetmanagers, and #wealthtechs. https://t.co/CCdUic3qFY Ficommpartners.com Los Angeles ◦ New York Joined October 2013-
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Next stop: Boston for #SchwabIMPACT! With Ficomm’s consumer research in hand, Meg will walk through how AI tools decide which advisors to recommend & what your firm can do now so the right people come knocking. 🗓️ Thursday, October 29 from 10:00 – 11:00am ET #IMPACT26 #RIA
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Hear how that philosophy became part of Piton Wealth’s approach to advice and growth in the latest episode of Growth Leaders of Wealth Management - podcasts.apple.com/us/podcast/29-…
Hear how Michelle Clary and Mandy Tuong connect generosity, organic growth, and long-term client relationships in the latest episode of Growth Leaders of Wealth Management - youtu.be/rVfxmWQtMh8?si…
Welcome to our new Client Success Lead, Isabel Rion! Isabel, or Isa as we call her, brings 10+ years of luxury travel and hospitality experience. We’re grateful to have her on the team!
Mandy Tuong of Thrivent Charitable® shares insights from Piton Wealth with Meg on how deep client knowledge and ongoing education help advisors naturally engage in meaningful conversations. Listen here: youtu.be/rVfxmWQtMh8?si…
On Thursday, October 22, Meg is heading to Charlotte for the Practice Management Symposium, hosted by Dimensional Fund Advisors. She will join a fireside chat called “Make It Storm: Developing Your Team of Rainmakers.” Going to DFA? Come join us. #DimensionalEvents
Michelle Clary and Mandy Tuong join Meg to explore the connection between generosity, growth, advisor development, and how those pieces fit together. Tune in to the latest episode of Growth Leaders of Wealth Management - podcasts.apple.com/us/podcast/29-…
Students, career changers, and seasoned experts learning side by side. That’s what makes CFP Board’s Connections Conference meaningful for our CEO, Meg Carpenter. To the next generation of planners, we’re glad you’re here. #FinancialPlanning #CFPConnections26
Our latest consumer research, done in partnership with Absolute Engagement, surveyed investors across every wealth tier on how they actually find & vet a financial advisor. Meg broke down what this means for RIAs on the Next Mile podcast. Listen here: open.spotify.com/episode/0Uwo7t…
Last year at CFP Board Connections, our CEO, Meg Carpenter, spent three days with 107 students who chose financial planning. This week, Connections is in Las Vegas. To everyone there, especially the students: this industry needs you. #CFPConnections26
Finding an advisor spans four stages: discover, validate, choose, and advocate. At #SEIAdvisorSummit, our CEO Meg Carpenter shared data from 1,000 investors on connecting them. Clients with 4+ touchpoints showed 85% referral activity. #OrganicGrowth #RIAMarketing
Meg sat down with Socialive Founder & CEO, David Moricca, to discuss how video and AI can help advisors share their expertise, extend their reach, & build genuine connections at scale. Watch here: socialive.us/resources/fico… #WealthManagement #AdvisorMarketing #VideoMarketing
Wealthy investors rarely hire advisors based solely on referrals. In a recent podcast, Meg revealed that 50% of those with $5M+ assets found their advisor independently, while only 31% relied on referrals. Investors do their homework online first! open.spotify.com/episode/0Uwo7t…
Meg sat down with Ryan Nauman on the Views from 6,230 podcast to talk through what actually happens between a recommendation & a signed engagement. The conversation is built on our research into 1,000 high-net-worth investors → youtube.com/watch?v=kB8MHP… #ConsumerResearch
Our CEO took the main stage at the ClientWise Ensemble Leaders Summit in Park City this week. She shared what 1,000 high-net-worth investors told us about how they find & choose an advisor. Thanks to Ray Sclafani & the ClientWise team for putting this room together!
Meg Carpenter is heading to Nashville for the SEI Advisor Summit. Drawing on our new research with 1,000 high-net-worth investors, Meg will break down how people actually find and evaluate advisors. #SEIAdvisorSummit
Speed is a competitive edge in fast-changing industries. Cerity Partners embraces agility to evolve and achieve its long-term vision. Tune in for insights on their growth strategy → youtu.be/zqdfG0sQ4oY?si…
Meg joined Kyle Van Pelt on the Next Mile podcast to discuss growth. She shared how Ficomm evolved into an RIA growth partner, why niching occurs after business building, and insights from new research. Watch here: youtube.com/watch?v=3W9Jcb… #RIA #WealthManagement
Tomorrow, our CEO Meg Carpenter takes the Main Stage at ClientWise Ensemble Leaders' Summit: "The New Growth Equation: How Today's Investors Really Hire Advisors." New research on how investors actually choose an advisor. #ClientWiseELS26
Growing from 350 to 1,700 professionals in five years puts culture, connection, & leadership development to the test. Hear more about the infrastructure Cerity Partners has built to support its growth in Episode 28 of Growth Leaders of Wealth Management: youtu.be/zqdfG0sQ4oY?si…
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