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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

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

Profile

Megan Carpenter is CEO and Co-Founder of FiComm Partners, LLC, a company widely respected in the wealth management community for delivering strategic communications programs to clients via marketing strategy and execution, digital marketing, branding, public relations and crisis communications. 

Thriving at the cross section of finance and communication, the business currently serves some of the industry’s leading businesses including FinTech and WealthTech providers, custodians, broker dealers, asset managers and registered investment advisors.

Megan’s expertise spans over 15 years of helping wealth management businesses connect, communicate and engage effectively with their target audiences. Her passion to promote the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group. She is also part of the Pledge 1% global movement, having pledged 1% of personal equity, profits, time and product to non-profits in the wealth management community. Current recipients of her Pledge are the CFP Board Center for Financial Planning, Foundation for Financial Planning and the Impact Forum. Megan began her career at John Hancock Financial Network before launching her own business, Caritative Wealth Consulting, at the age of 29. Megan merged her consulting business into her second business venture, FiComm Partners in 2014.

A regular blogger and spokesperson in the media on topics related to financial services marketing and communications, Megan is also a sought-after speaker at a wide range of industry events, including Pershing INSITE, Bob Veres’ Insider’s Forum, the ECHELON Partners Deals and Deal Makers Summit, the Riskalyze Fearless Investing Summit, InvestmentNews Best Practices Workshop, SourceMedia’s Disrupt|Advice, SourceMedia’s In|Vest, FPA NorCal, the MarketCounsel Summit, and the CFA Institute.

Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She is an active participant in the Los Angeles chapter of Entrepreneurs’ Organization (EO). Megan is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.

Agenda Sessions

  • Organic Growth (Marketing and Business Development) Workshop

    3:45pm
  • New Skool Podcast Live with Michael Kitces on the Leading EDGE Stage

    11:00am
  • The Art And Science Of Client Experience: Practical Ways To Use Data To Drive Deeper Engagement And Growth

    3:55pm