Ficomm Partners’ Post

View organization page for Ficomm Partners, graphic

3,260 followers

In an industry changing faster than ever, the expectations for growth – both organic and inorganic – are only getting more intense. 🎙️ The Growth Leaders of Wealth Management podcast tells the stories of companies on their growth journey now. Learn how they got this far, what challenges they've faced, how they've overcome them, what they've learned, and their next big mountain to climb. Join Meg Carpenter as she pulls together industry trends and smart strategic choices with guests leading growth initiatives at storied wealth management firms. In episode one, Meg talks with Facet's CEO and Co-founder, Anders Jones and President and COO, Shruti Joshi! They explore how Facet's innovative flat fee model and tech-driven efficiency propelled them from $2 million to $40 million in revenue through pure organic growth, reshaping the wealth management industry and aiming to serve 20 million underserved Americans by 2030. Listen to the full first episode here: https://lnkd.in/gxWsneTF #WealthManagement #GrowthLeadersofWealthManagement #IndustryInsights #Podcast

Megan (Meg) Carpenter

CEO & Co-Founder of Ficomm Partners, LLC

1mo

Conceptualizing, building, recording, and launching Growth Leaders has been the most incredible experience. Thank you to Anders Jones, Shruti Joshi, and the entire Facet team for saying YES to being our first episode of Growth Leaders, and for sharing such important insights into your remarkable growth. I am a big fan! Thank you to the amazing Ficomm Partners team for making Growth Leaders a reality. Special shout out to Mary Kate Gulick, Anovia Andrews, Katie McLellan, Sidney Snyder, and Camille Birk for the extra hustle and heart you ladies put into this podcast with me!

Nicola Sutton

Business Consultant to Financial Advisors

1mo

I'm switching from LinkedIn to https://lnkd.in/gxWsneTF right now! Thank you, Megan (Meg) Carpenter and Ficomm Partners, for all the impactful content you provide.

Shruti Joshi

President & Chief Operating Officer at Facet

1mo

Thank you Megan (Meg) Carpenter and Ficomm Partners for having us on!

See more comments

To view or add a comment, sign in

Explore topics