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August 3, 2021 64 min

It is an absolute pleasure to welcome Megan Carpenter In The Suite! Megan is the Co-Founder and CEO of FiComm Partners, the co-host of the podcast 'New Skool,' a blogger, a spokesperson, and an active member of the CFP Board Center for Financial Planning Workforce Development Advisory Group. She's also a member of the Investment News 40 Under 40 list! 

Megan's route to a career in the financial advice business began with a paid marketing internship at John Hancock Financial Network. In no time, the industry turned into her passion, and in 2014, she co-found FiComm Partners, an integrated communications agency specializing in the financial services industry.  

Megan explains that as she helped wealth management businesses engage with their target audience effectively, she realized that marketing and PR in the financial world was old school. She found the approach to be jargon-heavy, top-down, buttoned-up, and overly professional. 

 In today's episode, listeners will learn how Megan transformed and modernized the financial marketing industry through her podcast 'New Skool' and series of virtual marketing workshops. Advisors can gain access to the strategic framework they need to be more authentic and vulnerable to make the right marketing decisions for their own business. Check out her podcast and educational material on the financial services industry.

 In addition, Megan personally supports the industry by leading FiComm's pro-bono effort for the Foundation for Financial Planning, the InvestmentNews Impact Forum and the CFP Board Center for Financial Planning Workforce Development Advisory Group.  

 Without a doubt, today's episode is the key to success for many financial advisors. Join the conversation to learn and understand what it means to have a fierce personal leadership style and why perception and communication are the keys to everything. 

Megan's humble and positive approach to leadership combined with an intense passion for bettering the financial services industry inspires us all.

 Join the conversation to here about:

  • About Megan and her business (05:42)
  • What attracted Megan to this industry (08.38)
  • About the podcast (13:31)
  • Why take the ‘Advisor Education’ course? (24:10)
  • How the pandemic changed the industry? (28:30)
  • About "news-jacking." (31:43
  • The ideal persona to seek for professional financial services (37:15)
  • Her involvement in the CFP Board Center (44:20)
  • How to get involved? (51:02)
  • Meg’s takeaway from Covid (55:00)
  • Book recommendation (01:02:50)
  • The Best way to get in touch (01:02:50)
  •   Resources:

  • Megan Carpenter - LinkedIn
  • Megan Carpenter - Twitter
  • Investment News 40 Under 40 List
  • Megan Carpenter Financial-Planning.com
  • The New Skool Podcast
  • CFP Board
  • Foundation for Financial Planning
  • No Rules Rules: Netflix and the Culture of Reinvention By Reed Hastings & Erin Meyer on Amazon

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