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RIA Edge Podcast: Embracing the Marketer’s Mindset: Megan Carpenter’s Playbook for RIAs to Drive Meaningful Growth
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 …
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By David Armstrong
4.9
99 ratings
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 …
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