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Meg Carpenter on Marketing That Actually Works
Manage episode 500359770 series 3443483
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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 sign. Meg is proof that real strategy + personality is still the winning combo.
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