Ficomm Partners

Ficomm Partners We’re the embedded growth partner for results-focused RIAs, wealth management platforms, asset managers, custodians, broker/dealers and wealthtechs.

Yesterday Ficomm CEO Meg Carpenter moderated the 15th Annual Great Dealmaker Debate at the ECHELON Partners Deals & Deal...
09/04/2026

Yesterday Ficomm CEO Meg Carpenter moderated the 15th Annual Great Dealmaker Debate at the ECHELON Partners Deals & Dealmakers Summit, her tenth year in that chair.

Dan Seivert and Mark Tibergien walked in tied at seven wins each. Mark walked out the champion.

Seven questions, and the room voted on every one.

→ The better business to sell, four billion in AUM at 50% margins or eight billion at 25%
→ Integrating what you already own, or acquiring more
→ Reducing complexity, or upgrading management
→ Pricing risk, or partner risk
→ Whether firms above thirty billion run higher margins than firms between one and five billion
→ Entrepreneurial leadership, or professional management
→ Driving growth, or managing risk

The through-line across all seven was what happens after a deal closes rather than the deal itself.

Congratulations to Mark, and thank you to Dan and the entire ECHELON team for fifteen years of this!

Growth is not a strategy. It's an outcome.That line from Mark Tibergien set up the leadership panel yesterday afternoon ...
09/03/2026

Growth is not a strategy. It's an outcome.

That line from Mark Tibergien set up the leadership panel yesterday afternoon at the ECHELON Partners Deals and Dealmakers Summit.

Two CEOs running very different firms spent the session explaining where their growth actually came from, and almost all of it was about people. Giving employees real equity. Hiring someone better than you and handing them the job. Being honest when a person who helped build the firm has reached their limit in the role.

The M&A session earlier in the day showed the other side of it. There's no shortage of capital or buyers right now, so what separates firms is whether they can grow without buying growth.

We've always believed consumers aren't buying brands, they're buying people. What we heard yesterday is that the same thing is true inside a firm.

Thank you to Dan Seivert, Mark Tibergien, and the ECHELON team for a great day 1.

Twenty-five years ago, ECHELON Partners was built around a view of where this industry was headed. This week, a room ful...
09/03/2026

Twenty-five years ago, ECHELON Partners was built around a view of where this industry was headed. This week, a room full of the industry's leaders is proof of how right that view turned out to be.

Congratulations to Dan Seivert and the entire ECHELON team on 25 years. What they've built goes well beyond deal advisory. They've given this industry a place to have honest conversations about growth, valuation, succession, and what it takes to build something durable.

Our CEO and Co-Founder, Meg Carpenter, was honored to moderate the 15th Annual Great Dealmaker Debate today and grateful for a partnership that has meant a great deal to Ficomm over the years.

Here's to the next 25.

Referrals are still the top way advisors grow. But the way clients actually refer has changed, and most firms haven’t ca...
09/01/2026

Referrals are still the top way advisors grow. But the way clients actually refer has changed, and most firms haven’t caught up.

That’s the gap Ficomm CEO Meg Carpenter will be digging into in an upcoming webinar with Julie Littlechild, Founder & CEO of Absolute Engagement.

The New Rules of Referral Growth
Wednesday, September 9 | 1:00–2:00 PM ET

Featuring research-backed insights on:
→ How prospective clients are finding advisors today
→ Where untapped referral opportunities already exist in your business
→ Why clients refer, and when they don't
→ What strategies are actually working right now

If your referral pipeline isn’t converting the way you think it should, this hour was built for you.

Save your spot → https://absoluteengagement.com/webinar-referral-growth

The 2026 ThinkAdvisor Luminaries Awards finalists have been named, and we’re celebrating five Ficomm clients who are now...
08/31/2026

The 2026 ThinkAdvisor Luminaries Awards finalists have been named, and we’re celebrating five Ficomm clients who are now just one step away from the winner’s circle.

Big congratulations to:

Allworth Financial – AI Innovation & Impact; and CMO of the Year for Brad Boekestein (RIAs More Than $10B AUM/AUA)

Novare Capital Management – Next-Gen Rising Stars for John Ryan (RIAs Less Than $10B AUM/AUA)

Oxford Financial Group, Ltd. – Thought Leadership and Education (RIAs More Than $10B AUM/AUA); Product or Service Innovation (UHNW Wealth Management/Family Offices); and Next-Gen Rising Stars for Tyler Rosser, recognized in both categories

Signature Estate & Investment Advisors, LLC (SEIA) – Product or Service Innovation, recognized across three categories: Financial Planning/Tax Planning, RIAs More Than $10B AUM/AUA, and Advisor Education

Wescott Financial Advisory Group, LLC – CEO of the Year for Grant Rawdin; and Next-Gen Rising Stars for Ollisha Fisher (RIAs Less Than $10B AUM/AUA)

Being named a finalist is a testament to the work these firms put in over the last year. We’ve seen it firsthand and will be at the gala on December 3 cheering on the whole group. Best of luck to all!

See the full 2026 finalist list here: https://events.thinkadvisor.com/luminaries-awards/2026-finalists

You don’t need to be everywhere online. You just need to be in front of the right people, with the right message. Accor...
08/28/2026

You don’t need to be everywhere online. You just need to be in front of the right people, with the right message.

According to the latest Ficomm research, feeling understood mattered most to 73.8% of investors when choosing an advisor. Among those with $5 million or more, it climbed to 75%.

Trust is built by showing you’ve sat across from someone in their exact situation. A divorced client finding your interview on beneficiary designations. An executive coming across your post on concentrated stock. A business owner reading your blog on exit strategy.

Build your marketing around the clients you serve best, and the moments that prove you understand them.

Read Meg's full piece via Wealth Solutions Report: https://www.wealthsolutionsreport.com/the-most-important-client-interaction-happens-before-the-first-meeting/

We’re thrilled to be a gold sponsor of ECHELON Partners’ 2026 Deals & Dealmakers Summit! Last year’s event delivered s...
08/28/2026

We’re thrilled to be a gold sponsor of ECHELON Partners’ 2026 Deals & Dealmakers Summit!

Last year’s event delivered some of the most candid conversations we’ve heard on where wealth management M&A is headed. We can’t wait to hear what comes up this year, and to have a seat at the table for it.

Our CEO, Meg Carpenter, will be joining leaders from across the industry to dig into what’s next for RIA consolidation, succession planning, and the negotiations shaping a new era in the space.

Learn more about the value of DDM and why we keep coming back: https://ficommpartners.com/insights/blog/echelon-ddm

We’re excited to share that Ficomm has been named a finalist for TWO 2026 ThinkAdvisor Luminaries Awards in the Advisory...
08/27/2026

We’re excited to share that Ficomm has been named a finalist for TWO 2026 ThinkAdvisor Luminaries Awards in the Advisory Support, Products & Services segment.

Category: Advisor Education Firm Award: Thought Leadership and Education

Category: Consultants
Firm Award: Thought Leadership and Education

This recognition means a lot because of how much intention we put into our content. We believe in always having something worth saying, digging beyond the obvious answers, and respecting the audience enough to make every word count.

It’s an honor to be considered alongside some of our industry’s most talented firms and individuals. We’re looking forward to being at the gala when the winners are announced on December 3.

Fingers crossed until then!

See the full 2026 finalist list here: https://events.thinkadvisor.com/luminaries-awards/2026-finalists

Next week, we will be at Echelon Partners’ Deals & Dealmakers Summit, one of the few marketing firms in a room full of i...
08/25/2026

Next week, we will be at Echelon Partners’ Deals & Dealmakers Summit, one of the few marketing firms in a room full of investment bankers, lawyers, and lenders.

We keep coming back because every conversation at DDM eventually turns into a conversation about growth. Here’s why we go, and what we’re listening for this year: https://ficommpartners.com/insights/blog/echelon-ddm

Make sure to come find us at DDM this year, September 1st through the 3rd, at the Ritz-Carlton in Laguna Niguel.

Fourteen years. That’s a lot of strategic sprints, campaign launches, and possibilities turned into progress. Here’s wha...
08/21/2026

Fourteen years. That’s a lot of strategic sprints, campaign launches, and possibilities turned into progress.

Here’s what that time has taught us: The best growth strategy is your people, your story, and the instincts that got you here.

Our job is to find those threads and shape them into something the whole firm can run with. So you have the freedom to stop guessing and start building.

We’re still curious. Still challenging assumptions. Still making the case for human judgment in the AI era.

Happy 14th, Ficomm. Here’s to the people and partnerships that have been part of the journey, and to what’s possible next.

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200 Spectrum Center Drive Suite 300
Irvine, CA
92618

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+13105934220

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