Feb 12, 2021
In this episode, John sits down with Megan Carpenter and Candice Carlton from FiComm to discuss their marketing mantra “New Skool,” which is helping leaders become authentic in their approach. They also discuss how to market to different audiences in this new age, and how to incorporate new methods to reach those target groups.
FiComm is an industry leader in the marketing space when it comes to Registered Investment Advisors and Broker-Dealers. They are helping create change through their marketing strategies.
Company website: https://www.ficommpartners.com/
(2:16) - What FiComm is and how they serve clients.
(3:42) - What does leading with authenticity mean?
(7:07) - Common concerns among advisors when learning to be authentic.
(12:35) - Where advisors need to show up in their leadership.
(24:09) - Not all marketing strategies reach clients equally.
(26:46) - Metrics to keep an eye on when it comes to marketing.
(29:55) - An explanation of the “New Skool” podcast and what the show is about.
(34:31) - Predictions for marketing for financial advisors in 2021.
(38:07) - Tips for consumers looking for a new financial advisor.
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