Megan Carpenter

Insights

Ideas worth sharing.

Research, perspectives, and conversations from the front lines of advisory firm growth.

Featured Insight

How to Become an Indispensable Event Speaker—and Why You Should

The more people hear about you, the faster your business can grow organically. Getting prime speaking opportunities is a terrific way to boost your visibility. But speaking spots c...

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How to Become an Indispensable Event Speaker—and Why You Should
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How to Become an Indispensable Event Speaker—and Why You Should
Insight

How to Become an Indispensable Event Speaker—and Why You Should

The more people hear about you, the faster your business can grow organically. Getting prime speaking opportunities is a terrific way to boo...

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Are Events Worth It? 3 Keys to Making Events Work for You
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Are Events Worth It? 3 Keys to Making Events Work for You

As Seen in WealthManagement.com

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What Merrill Is Doing Right—and How RIAs Can Learn From It
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What Merrill Is Doing Right—and How RIAs Can Learn From It

As Seen in WealthManagement.com If you haven’t heard, in February Bank of America Merrill Lynch announced Merrill Video Pro, a virtual video...

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Can You Scale Advisor Marketing? Yes. Here’s How.
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Can You Scale Advisor Marketing? Yes. Here’s How.

Yes, you can find opportunities to market financial advisors at scale—but first, you have to know where to look.

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How to Drive Consumer Empowerment as an Advisor
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How to Drive Consumer Empowerment as an Advisor

Looking after clients is at the heart of everything we do, while delivering a personalized and meaningful client experience. It’s also the k...

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Maximize Your 2023 Marketing Budget to Drive Organic Growth
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Maximize Your 2023 Marketing Budget to Drive Organic Growth

It’s that time of year again, when RIAs begin assessing their year-to-date spends and aligning their budgets against performance and the fir...

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