Ficomm Partners

Name: Ficomm Partners
Address: 200 Spectrum Center Drive suite 300, Irvine, CA, 92618, US
Telephone: +13105934220

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

10/13/2026

What happens when a wealth management firm actively encourages clients to move money out the door?

At Piton Wealth, those outflows are part of the plan. The firm tracks “assets under distribution” alongside traditional growth metrics, celebrating when clients use their wealth for family, charitable giving, and the goals they’ve spent years planning for. That philosophy also puts pressure on organic growth, requiring the firm to continually replace those assets while targeting 10% net new money each year.

Michelle Clary and Mandy Tuong join Meg to explore the connection between generosity, growth, advisor development, and how those pieces fit together.

Tune in to the latest episode of Growth Leaders of Wealth Management.

YouTube - https://youtu.be/rVfxmWQtMh8?si=bMMBR6hWhl5tToOV
Spotify - https://open.spotify.com/episode/4SnsEFW2ivbr0J7ymSBCoc?si=5bde135ef0894444
Apple Podcasts - https://podcasts.apple.com/us/podcast/29-piton-wealths-unusual-growth-metric-assets-under/id1755019522?i=1000796138533

10/09/2026

Students, career changers, and seasoned experts, all learning from each other in the same room. That’s what makes the CFP Board Connections Conference so meaningful for our CEO, Meg Carpenter.

As Vice Chair of the Advisory Council for the CFP Board Center for Financial Planning, Meg helps create opportunities for women and diverse candidates looking to enter the profession and build lasting careers. Making connections at the conference gave her time with the people she advocates for.

The Financial Planning Hall of Fame dinner also gave Meg a chance to celebrate someone who helped open doors in her own career. This year’s inductee, Tim Kochis, J.D., CFP®, is a former chair and longtime supporter of the Foundation for Financial Planning, where Meg serves on the Board of Trustees.

Clients hire people they trust. We care deeply about who gets the opportunity to become that person, and who helps them along the way.

Thank you to CFP Board for bringing us all together. To the next generation of planners, we’re glad you’re here.

10/08/2026

New data: referrals get you on the list. What happens next decides who gets the client.

Our latest consumer research, done in partnership with Absolute Engagement, surveyed investors across every wealth tier on how they actually find and vet a financial advisor. A few numbers stood out:

→ 50% of investors with $5 million or more in investable assets found their advisor with no referral at all
→ 27% of that same group used four or more touchpoints before hiring
→ 15% used an AI tool like ChatGPT or Claude to research or validate their advisor, almost double the overall survey average

Meg broke down what this means for RIAs on the Next Mile podcast this week. Referral networks matter less than what happens after the referral. The firms that hold up when a prospect checks them out on their own are the ones pulling ahead.

Listen to the full breakdown: https://open.spotify.com/episode/0Uwo7tZKNXLLR9hJ09z2lU?si=YTUKMln2S_uXvo-DZDo-Og

10/06/2026

At last year's CFP Board Connections Conference in Chicago, our CEO, Meg Carpenter, spent three days with 107 students who had chosen a financial planning career path. She left with a renewed sense of why she is committed to this work.

This week, Connections heads to Las Vegas with the theme "Advise With Purpose. Plan With Precision." Alongside AI, client care, and public policy, the agenda tackles some of the profession's most pressing challenges, like attracting, developing, and keeping talent.

For years, Meg has worked with the CFP Board to open opportunities for women and diverse candidates while pushing RIAs to build their talent pipeline.

Back in Chicago, she watched the Foundation for Financial Planning launch a free pro bono curriculum for aspiring advisors. A few months later, she joined their Board of Trustees.

To everyone heading to Vegas, especially the students: this industry needs you.

10/05/2026

The path to finding a financial advisor typically spans four stages. Firms that grow connect those stages into a single, smooth client experience.

Drawing on Ficomm's research with 1,000 investors, CEO Meg Carpenter walked through each stage at the SEI Advisor Summit this week:

Discover. 64% of effective touchpoints were digital.

Validate. Only 8% of investors under 45 relied on a referral alone.

Choose. 74% hired the advisor who understood their specific needs.

Advocate. Clients with four or more touchpoints showed 85% referral activity.

Build the whole loop, and referrals multiply.

Thanks to SEI for gathering a room full of experts always eager to take on our industry’s thorniest challenges.

10/01/2026

Your next client may meet you before you meet them.

Most investors form an opinion about an advisor before the first conversation. A social post. A video. An article. Each offers a sense of who that advisor is, how they think, and whether they’re worth getting to know.

Advisors who show up as themselves, online and off, are the ones earning trust.

Our CEO, Meg Carpenter, sat down with Socialive Founder and CEO, David Moricca, to discuss how video and AI can help advisors share their expertise, extend their reach, and build genuine connections at scale.

Watch the full conversation: https://socialive.us/resources/ficomm-scale-advisor-video

09/30/2026

The wealthiest investors are the least likely to hire an advisor through a referral alone.

That's one of the findings Meg shared on the Next Mile podcast with Kyle Van Pelt this week. In our latest consumer research with Absolute Engagement, 50% of investors with $5 million or more in investable assets found their advisor with zero referral involved. Only 31% used a referral exclusively.

Referrals still open the door. Today's investors take that name and do their own homework first: your website, your content, your reviews, even ChatGPT.

Meg unpacked what that means for how RIAs build trust before the first call. Full episode below.

https://open.spotify.com/episode/0Uwo7tZKNXLLR9hJ09z2lU?si=2rj15iW0QnuLvMIle_sqcQ

09/29/2026

A referral gets your name on the list. It doesn't get you the client.

Meg sat down with Ryan Nauman on the Views from 6,230 podcast to talk through what actually happens between a recommendation and a signed engagement. The conversation is built on our research into 1,000 high-net-worth investors, and it gets into the part most firms overlook: what a prospect does after they hear your name.

They talked through how advisor discovery has shifted, what prospects are actually checking before that first call, and what separates a firm with a durable growth engine from one that's just hoping the phone rings.

Watch here: https://www.youtube.com/watch?v=kB8MHP4ycfI

09/28/2026

Our CEO Meg Carpenter took the main stage at the ClientWise Ensemble Leaders Summit in Park City this week. She shared what 1,000 high-net-worth investors told us about how they find and choose an advisor.

Three big takeaways:

1. Referrals still work, but they are just the start. A name mentioned over dinner sends someone online to check you out.

2. Discovery, validation, selection, and advocacy are one system. Firms that connect them get more out of the referrals they already earn.

3. Everyone competes on service. The firm that gets hired is the one that shows it understands a prospect's situation before the first meeting.

Thanks to Ray Sclafani and the ClientWise team for putting this room together, and to everyone who engaged with the questions that don’t have easy answers.

09/24/2026

Meg Carpenter is heading to Nashville for the SEI Advisor Summit.

On Tuesday, September 29, she’ll take the stage to share The Organic Growth Playbook: Turning Marketing Into a Growth Engine.

Drawing on our new research with 1,000 high-net-worth investors, Meg will break down how people actually find and evaluate advisors. She’ll also provide a practical framework for how to define your ideal client, strengthen your messaging and digital presence, and prepare for AI-driven discovery.

Going to SEI? Come join us.

Tuesday, September 29 | 10:45-11:30 AM CT

Address

200 Spectrum Center Drive Suite 300
Irvine, CA
92618

Telephone

+13105934220

Website

https://linktr.ee/ficommpartners

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