DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
Marketing That Moves the Needle: Building Real Growth Engines for RIAs
Advisor Revelations
38 minutes 9 seconds
3 weeks ago
Marketing That Moves the Needle: Building Real Growth Engines for RIAs
This week, DPL Founder & CEO David Lau talks with Megan Carpenter, CEO & Co-Founder of Ficomm Partners. For 20 years, Meg has partnered with advisory firms and wealth management businesses to help leadership teams uncover meaningful growth opportunities through the power of marketing and PR. From her early days as a marketing intern to her role as an influential entrepreneur, Meg has witnessed—and helped shape—the industry’s evolution, guiding firms of all sizes to clarify their value, deepen client relationships, and build scalable marketing engines that drive organic growth.
David and Megan talk about why marketing is no longer a "nice to have" but a core business function. Meg also discusses the importance of intentional marketing as a commitment and long-term investment, how repeatable and scalable organic growth is a significant factor in maximizing enterprise valuation, and the trends and opportunities for smaller, entrepreneurial firms.
Advisor Revelations
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
