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
Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 shares her perspective on navigating change in financial services and why community and collaboration matter more than ever for marketing leaders.
Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire
Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire
This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.