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RIA Edge Podcast: Megan Carpenter’s Playbook for RIAs to Drive Meaningful GrowthRIA Edge Podcast: Megan Carpenter’s Playbook for RIAs to Drive Meaningful Growth

FiComm founder and CEO Megan Carpenter details what firms that have seen the most growth are doing correctly, and what they're doing differently.

Mark Bruno, Managing Director, Wealth Management

April 18, 2023

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While markets may be in bear territory, it’s a bull market for financial advice—as more individuals need access to professional advice than ever before. 

How can RIAs effectively take advantage of this once-in-a-lifetime growth opportunity to acquire new clients and deepen relationships with existing clients? Megan Carpenter, the CEO and founder of FiComm – and one of the top marketing minds in the wealth management industry—dropped by the RIA Edge podcast to share stats, best practices and an RIA playbook for putting a strategic marketing plan in place. 

In the episode of RIA Edge, Megan and host Mark Bruno discuss:

  • The mindset of RIAs that are having the most success creating meaningful organic growth—and how leaders of these firms make sure this trickles down to all of their employees

  • There have been a number of firms that have experimented with digital marketing over the last several years. The firms that have seen the most growth, what are they doing correctly? More specifically, among the firms that are experimenting and having success, what are they doing differently?

  • Benchmarks for healthy organic growth rates, as well as how much should RIAs be investing in marketing

  • Marketing is still a new frontier for many leaders of wealth management firms. What are some good resources for advisors who want to become more educated about all of the options and innovations available to accelerate their marketing?

Resources:

 RIA Edge Podcast

Connect With Mark Bruno:

Connect With Megan Carpenter:

Listen to the RIA Edge Podcast

 

BUILD IN A BEAR MARKET. Gain C-Suite strategies to accelerate your firm’s growth in a bull market at RIA Edge. #bullmarketforadvice

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.