Episode 2 features an interview with two leaders at FiComm Partners, an integrated communications agency serving the industry of financial advice. Megan Carpenter is the Founder and CEO and Candice Carlton is the Head of Advisor Education, a Marketing and PR coaching membership. In this episode, Mike LaMena talks to Megan and Candice about the genesis of their “New Skool” approach and the impact it has had on financial advisors and the RIA industry.
Please see Important Disclosure Information at the end of this presentation.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.