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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Megan Carpenter
CEO & Co-Founder at FiComm Partners, LLC
Speaker

Profile

Meg Carpenter is CEO and Co-Founder of Ficomm Partners, an award-winning growth marketing firm working alongside financial advisors, financial advisory firms, and wealth management platforms at every stage of growth. Through Ficomm’s proven strategic marketing framework and advisor marketing coaching programs, Meg has had a seat at many executive tables working alongside leadership teams to tackle their most pressing growth challenges. Meg and her all-female leadership team bring a deep understanding of growth strategy and are proud to have been recognized across the wealth management industry for their expertise. Meg is honored to be on the Board of Trustees for the Foundation for Financial Planning, Chair of the CFP Board’s Workforce Development Advisory Group, and sits on the Board of Absolute Engagement.

Agenda Sessions

  • Billion Dollar Breakthroughs: Scaling Growth to $1B and Beyond!

    3:30pm