Disrupt|Advice
Disrupt|Advice

Wealth management is changing rapidly, and those advisers that will succeed in the long run are those who embrace, prepare for and readily adapt to change. This new, two-day event will focus on the myriad forces that are disrupting the world of financial advice, from digital platforms and tools, pricing pressures, regulatory pressures, innovations in practice management, demographic changes, as well as new asset classes and investment vehicles that are attracting attention.

Featured Speakers
Featured Speakers
2017 Demo Presenters
2017 Demo Presenters
Schedule at a Glance
Schedule at a Glance
Find Out More
Find Out More
  • PLAN YOUR STAY AT THE DISRUPT|ADVICE CONFERENCE

    CROWNE PLAZA

    TIMES SQUARE

    • 1605 Broadway

    • New York, NY 10019


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FAQs
FAQs
    1. What is Disrupt|Advice?

      • Disrupt|Advice is the first conference that’s laser-focused on all the ways the financial advice business is changing. This event will prepare advisers for technology advances, regulatory shifts, product trends and practice management best practices.

    2. Who are the creators of the event?

      • Disrupt|Advice is brought to you by SourceMedia, publishers of Financial Planning, On Wall Street, and Bank Investment Consultant.

    3. Who will attend?

      • This event will bring together all the players the financial planning and wealth management ecosystem to share a vision of how the industry is changing, and how advisers can both adapt to the changes and maintain a trusted role.

    4. Where and When?

Presented by:
Presented by:
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Megan Carpenter
Megan Carpenter
CEO & Co-Founder, FiComm Partners, LLC
Megan Carpenter

Megan Carpenter is the CEO and Co-Founder at FiComm Partners. With offices in Los Angeles and New York, FiComm delivers messaging, marketing, public relations, and creative services to the independent financial advisory community. Megan’s entire professional career has been driven by her deep and sincere passion for this space. As a fellow entrepreneur, Megan has become an advocate on behalf of the business owners that lead the independent advisory movement, empowering them with strategic communications programs that drive growth. With a solid track record of delivering results for financial advisory clients, Megan is a commenter in the media on communications issues for financial advisers and industry service providers, and has been asked to speak at various industry events on the topics of differentiation, branding, messaging, marketing strategy, digital marketing, and public relations.

Megan has consulted with some of the nation’s top financial advisers and advisory firms. Prior to FiComm Partners, Megan was a marketing executive at two of John Hancock Financial Network’s largest firms. Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She is currently a member of the Los Angeles chapter of Entrepreneurs’ Organization (EO), and is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.

https://twitter.com/megan_ficomm
https://www.linkedin.com/in/meganficomm/
http://ficommpartners.com/author/megan/

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