In Crowd
In the financial services industry, marketers have long served behind the scenes. But today, RIAs, fintech companies, financial institutions, and custodians are recognizing the importance of marketing in driving organic and inorganic growth. Marketers often directly impact the voices, identities, and brands leading the industry and moving it forward. Here are the stories of the people behind the branding. Welcome to the In Crowd.
In Crowd
Latest Episodes
Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice
In this episode of The In Crowd, Angela Giombetti sits down with Michele Welsh, CMO at Verdence Capital Advisors for an honest conversation about leadership, growth, and what it really takes to build a modern wealth management brand. Michele sh...
The Trust Factor: Brian Thorp of Wealthtender on How Reviews, Reputation, and Brand Drive Growth
In this episode, Ang Giombetti talks to Brian Thorp, CEO and Editor in Chief at Wealthtender, on the evolution of advisor testimonials, branding and more.
The Collective Effect: How Michelle Winkles Is Redefining CMO Leadership
In this episode, Ang Giombetti chats with Michelle Winkles, CMO of Mission Wealth on her journey to financial services and the spark that became the CMO Collective.
