{"id":621542,"date":"2026-10-05T19:00:10","date_gmt":"2026-10-05T19:00:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/621542\/"},"modified":"2026-10-05T19:00:10","modified_gmt":"2026-10-05T19:00:10","slug":"views-from-6230-hnw-investors-bypass-referrals","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/621542\/","title":{"rendered":"Views from 6,230: HNW Investors Bypass Referrals"},"content":{"rendered":"

Host Ryan Nauman welcomes Meg Carpenter, CEO and co-founder of FiComm, to discuss FiComm\u2019s The New Growth Equation report <\/a>based on a survey of 1,000 high-net-worth investors (all with $500K+ investable assets, including many with $5M+).<\/p>\n

They explore findings that challenge the industry\u2019s reliance on referrals: 45% of investors used no referrals, and among $5 million-plus investors, that rises to 50%, suggesting wealthier clients are more diligence-driven.<\/p>\n

Younger investors under 45 often discover advisors via websites and Google, use multiple touchpoints, and increasingly use artificial intelligence tools in their searches. Meg explains how digital presence validates referrals, how specificity demonstrates understanding of client needs, why a \u201creferral gap\u201d exists, and offers practical steps firms can take over 12 months to improve findability, messaging, and tracking.<\/p>\n

Connect with Ryan Nauman:<\/p>\n

Related:Zephyr’s Adjusted for Risk: How to Lead M&A with Strategic Growth in Mind<\/a><\/p>\n

Learn more about Ficomm Partners:<\/p>\n

00:00<\/a> Welcome and Setup<\/p>\n

01:20<\/a> Meet Meg Carpenter<\/p>\n

04:51<\/a> Why Test Referrals<\/p>\n

06:48<\/a> Wealthy Investors Diligence<\/p>\n

13:19<\/a> Next Gen Discovery Shift<\/p>\n

18:34<\/a> Referral Validation Journey<\/p>\n

24:17<\/a> AI Search and GEO<\/p>\n

29:59<\/a> Proving Personalization<\/p>\n

33:57<\/a> Ideal Client Specificity<\/p>\n

38:51<\/a> Closing the Referral Gap<\/p>\n

42:40<\/a> 12 Month Action Plan<\/p>\n

47:33<\/a> Wrap Up and Resources<\/p>\n","protected":false},"excerpt":{"rendered":"Host Ryan Nauman welcomes Meg Carpenter, CEO and co-founder of FiComm, to discuss FiComm\u2019s The New Growth Equation…\n","protected":false},"author":2,"featured_media":621543,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-621542","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/621542","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=621542"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/621542\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/621543"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=621542"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=621542"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=621542"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}