Meg Carpenter on Marketing That Actually Works
Meg Carpenter didn’t exactly plan to become one of the most recognized marketers in financial services — unless you count “I’ll take any paid internship” as a plan. Thirteen years later, she’s running a firm that’s shaking up how advisors think about growth, brand, and what “strategy” actually means.
In this episode, she touches on:
Crafting a marketing strategy that’s more than just busywork
Speaking in a voice your clients actually want to hear
Using AI without sounding like, well… AI
If you’ve ever wondered why some advisors seem magnetic while others fade into the wallpaper, this is your…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.