Marketing That Moves the Needle: Building Real Growth Engines for RIAs

21/10/2025 38 min Temporada 5 Episodio 46
Marketing That Moves the Needle: Building Real Growth Engines for RIAs

Listen "Marketing That Moves the Needle: Building Real Growth Engines for RIAs"

Episode Synopsis

This week, DPL Founder & CEO David Lau talks with Megan Carpenter, CEO & Co-Founder of Ficomm Partners. They discuss why marketing is no longer a "nice to have" but a core business function. Meg also explores the importance of intentional marketing as a commitment and long-term investment, how repeatable and scalable organic growth is a significant factor in maximizing enterprise valuation, and the trends and opportunities for smaller, entrepreneurial firms. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.