Advisor Revelations
Advisor Revelations
DPL Financial Partners
Marketing That Moves the Needle: Building Real Growth Engines for RIAs
38 minutes Posted Oct 21, 2025 at 7:00 am.
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Show notes
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....