Explore every episode of the podcast The Wealth Marketing Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Showing Up Online So UHNW Prospects (and AI) Find Your Firm | 01 Jul 2026 | 00:12:02 | |
The way UHNW families choose an advisor has changed. Referrals alone no longer reach the families you want, especially the next generation. More of them are searching online, and more of them are asking AI, before they ever pick up the phone. And the prospects who do reach out are increasingly showing up already knowing who you are, because they found you online first. So how do you become the advisor that the right families choose before that first call, without turning into a marketer or sounding salesy? In this episode of The Wealth Marketing Podcast, host Rosemary Denney answers the question she gets asked constantly: How do I show up online as an advisor? Drawing on what Wealth Matters Consulting sees across client firms every day, she explains why marketing has moved from a nice-to-have to a critical growth component, the two things that quietly stop most advisors from doing it and a simple, repeatable system to start showing up consistently so the right families find you. In this episode, Rosemary explains:
Important to note:
Resources:
If you're ready to be found by the right families, follow the show and share it with an advisor who could use it. And if you want help putting any of this to work for your firm, we'd love to talk. Email us at: hello@wealthmattersconsulting.com | |||
| Is Podcasting Worth It for Your Firm? With Kristin Twiford | 27 May 2026 | 00:42:22 | |
If you've ever wondered whether a podcast is worth the time, this episode is your honest answer. In this conversation, Rosemary sits down with Kristin Twiford, VP of Brand and Strategic Partnerships at Nines, where she leads the Easemakers Podcast, a show built for estate managers, household staff and private service professionals serving ultra-high-net-worth families. Kristin shares exactly how she built Easemakers from the ground up, why structure is the secret to consistency and what surprised her most about the long-tail return of a well-built podcast. What we cover:
Resources:
If this conversation gave you a clearer picture of what podcasting can do for your firm, subscribe wherever you listen, leave a review and share it with a colleague who's been on the fence. We'd love to hear what resonated. Email us at: hello@wealthmattersconsulting.com | |||
| AI Visibility for Advisors: How to Get AI to Recommend Your Firm | 30 Apr 2026 | 00:09:00 | |
The way prospective clients find a financial advisor has changed, and AI is now a significant part of that picture. If your firm isn't showing up in AI-generated answers, you may already have some catching up to do. In this solo episode of The Wealth Horizon Podcast, Rosemary Denney, founder and CEO of Wealth Matters Consulting, tackles the #1 question she hears from advisors right now: How do I get AI to recognize my firm as a top firm in my space? She answers it by working through four areas: What's shifted in the landscape? What technical fundamentals drive AI visibility? What type of content does AI actually value? And where does AI go to form its recommendations? What we cover:
A few things worth keeping in mind:
Resources:
If this episode was helpful, we'd love it if you'd leave a review and share it with a colleague who needs to hear it. Questions? Reach out to us at hello@wealthmattersconsulting.com. | |||
| PR 101: What Advisors Should Know Before Investing in Media | 25 Mar 2026 | 00:11:21 | |
If you're an advisor or wealth management firm considering a public relations engagement, or already investing in one, do you actually know what you're buying? Terms like embargo, byline article, and earned media get thrown around constantly, but most advisors have never had someone break them down in plain language with real strategic context. And that gap between knowing PR matters and understanding what's behind it is where expectations get misaligned, and investments get wasted. In this bonus episode of The Wealth Marketing Podcast, Rosemary Denney sits down with PR specialist Mary Victoria to cut through the jargon and walk through the core PR terms every wealth advisor should know. They go beyond definitions, explaining when each tactic makes sense, what the pitfalls are and how the pieces fit together to build the kind of third-party credibility that ultra-high-net-worth clients and prospects expect from their advisors.
Resources:
If you're an advisor exploring PR for the first time or looking to get more from your current media strategy, we'd love to hear from you. Subscribe, leave a review and reach out anytime. Email us at: hello@wealthmattersconsulting.com | |||
| Why PR Matters for Advisors Serving Ultra-High-Net-Worth Families | 11 Mar 2026 | 00:30:54 | |
When an ultra-high-net-worth family is evaluating whether to trust you with their wealth, one of the first things they do is research you. What comes up matters. A feature in Barron's, a quote in the Wall Street Journal, an article in Bloomberg — that kind of visibility does something no ad, no website and no pitch deck ever can. It tells a prospective client that a trusted, respected third party has vetted you and found you worth quoting. For advisors serving UHNW families, that kind of credibility is a competitive advantage.
What does it actually involve? Is it worth the investment? How long does it take? And how do you know if your firm is even ready for it?
— Why PR carries more weight than advertising, especially with UHNW clients, and how earned media acts as an independent endorsement of your credibility — Why the PR landscape today is more competitive than ever: shrinking newsroom budgets, fewer reporters covering the space and faster turnaround demands — Which publications matter and how to think about where your clients and prospects are actually reading — Whether to hire an in-house PR person or work with an outside firm, and the relationship advantage an agency brings — What PR actually costs, including the 1-2% of revenue benchmark and how it compares to the cost of hiring internally — How long it takes to see coverage (often within the first month) versus how long it takes to see business results (typically about a year) — The biggest mistakes advisors make, including treating PR as one-sided, starting and stopping, going off-message in interviews, being too vague or being too picky about what to comment on — What makes a firm media-ready, including preparation, timeliness, the ability to speak concisely and willingness to build toward top-tier placements over time — DIY options like Quoted (QWOTED) for advisors who want to test the waters before committing to an agency
This conversation is specifically about public relations — not branding, not communications, not marketing more broadly. These are distinct disciplines, and understanding the difference matters before you invest. PR is a relationship business, and it works the same way your client relationships do: It requires trust, consistency and genuine investment on both sides. The firms that succeed in PR are the ones that treat reporters with the same care and availability they bring to their best client relationships. And perhaps most importantly, you don't need to be the largest firm in the room to earn media coverage. Reporters aren't always looking for the highest AUM. They're looking for trusted sources who are prepared, responsive and willing to share a real perspective.
Watch this episode on YouTube: https://youtu.be/RnfEY7XklmI Wealth Matters Consulting website: https://www.wealthmattersconsulting.com/ Connect with Rosemary Denney: https://www.linkedin.com/in/rosemarybdenney/ Link to QWOTED: qwoted.com
Email us at: hello@wealthmattersconsulting.com | |||
| From Investments to Legacy: How Ultra-High-Net-Worth Families Are Redefining What Matters | 25 Feb 2026 | 00:39:58 | |
51% of the world's wealthiest families recognize succession as a significant risk to their family office — yet 86% still don't have a plan in place. That gap is exactly where the opportunity lies for advisors who know how to talk about it. In this episode of The Wealth Marketing Podcast, host Rosemary Denney sits down with Brian Hughes, President of Eton Advisors, to dissect the 2026 JP Morgan Global Family Office Report, a sweeping study of 333 single-family offices across 30 countries with an average net worth of $1.6 billion. Brian brings more than 30 years of experience across the family office landscape, including leadership roles at Pitcairn and Threshold Group (now AlTi Tiedemann), and shares firsthand observations on how the industry has transformed over two decades. Together, Rosemary and Brian uncover what this report really means for multi-family offices, RIAs and advisory firms that serve, or aspire to serve, ultra-high-net-worth families. Key insights:
Key Takeaway: This report makes clear that families are asking for more: more governance, more preparation for the next generation, more integration and more advisors who understand their complexity. The opportunity is massive for firms willing to shift their content and conversations from what they want to talk about to what families actually need to hear. Relevant Links:
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| Marketing Strategy for Wealth Management Firms: Executing Your Marketing Plan - Part 2 | 28 Jan 2026 | 00:11:28 | |
You've identified your ideal client. You've crafted your value proposition. You know your brand voice and your clients' pain points. Now what? This is where most firms stall. They have the foundation but no roadmap for execution. In Part 2 of our 2026 Marketing Kickoff, Rosemary shows you exactly how to translate your foundational work into a marketing plan that generates sustainable growth:
Real talk: It takes about a year to see significant traction. But the firms who commit to this approach see increased engagement across all channels, deeper client relationships and more qualified referrals. Download the Brand Roadmap Workbook: https://www.wealthmattersconsulting.com/brand-roadmap-workbook/ Listen to Part 1 if you haven't yet: https://www.wealthmattersconsulting.com/blog/marketing-strategy-start-here/ Ready to execute but need help? We get it—building the strategy is one thing, executing it consistently is another. If you're looking for a marketing partner who can help you implement your content calendar and stay consistent over time, let's talk: rbd@wealthmattersconsulting.com | |||
| Marketing Strategy for Wealth Management Firms: Build Your Foundation First - Part 1 | 21 Jan 2026 | 00:12:47 | |
Most wealth management firms jump straight into marketing tactics—launching podcasts, updating websites, posting on LinkedIn—without ever building the foundation that makes marketing work. In Part 1 of our 2026 Marketing Kickoff, Rosemary Denney walks you through the essential foundational work every firm needs before spending a dollar on marketing:
This isn't theory. This is the exact framework Rosemary has used with dozens of wealth management firms, family offices, and RIAs over 13 years to create marketing that drives sustained, intentional growth. Want the Brand Roadmap Workbook? Download Here Have questions about building your marketing foundation? We're here to help. Whether you're working through the Brand Roadmap on your own or wondering if you need support implementing it at your firm, reach out: hello@wealthmattersconsulting.com | |||
| LinkedIn for Advisors: How to Build Credibility, Consistency and Real ROI | 18 Dec 2025 | 00:34:46 | |
LinkedIn is frequently under-utilized by advisors, often seen as a static resume rather than a tool for consistent communication. In this episode of The Wealth Marketing Podcast, Rosemary Denney is joined by Lyndsi Edgar, CEO of eLuminate Marketing, to discuss how advisors can use the platform with more intention and less friction. The conversation covers the practical side of maintaining a LinkedIn presence including the specific adjustments that can make a profile more client-focused and the reality of how often you actually need to post. Lyndsi shares her perspective on why LinkedIn is uniquely suited for professional services and how to avoid the "salesy" habits that often discourage advisors from using the platform. What's discussed:
This episode is a straightforward look at how RIAs and wealth advisors can build a professional reputation on LinkedIn through a steady, quality-focused process. Guest: Lyndsi Edgar, CEO, eLuminate Marketing Host: Rosemary Denney, CEO, Wealth Matters Consulting Links & Resources Connect with Lyndsi Edgar on LinkedIn https://www.linkedin.com/in/lyndsistaffordedgar/ Learn more about eLuminate Marketing https://eluminatemarketing.com/ Connect with Wealth Matters Consulting | |||
| Is M&A Always the Answer? Rethinking Scale, Succession and Organic Growth with Brad Mook | 19 Nov 2025 | 00:38:54 | |
In this episode of The Wealth Horizon Podcast, Rosemary Denney talks with Brad Mook, Managing Director of Investments and Finance at Rosemont, about what RIA and wealth management M&A look like beneath the headlines. Brad breaks down how today's conversations have moved past "establishing a beachhead" into questions of scale, deal structure, and long-term succession. He also explains why advisory firms still need to return to the core of the work: serving clients well. Rosemary and Brad walk through situations where M&A can strengthen a firm, the moments when staying independent is the right answer and the cultural factors that shape whether a merger actually works. They cover the pressures that come with competing for ultra-high-net-worth clients, the warning signs that can stall a deal and the reason organic growth and a consistent marketing presence remain essential for firm health. In this episode, they discuss:
Learn More About Brad Mook and Rosemont Website: https://www.rosemontinv.com LinkedIn: https://www.linkedin.com/in/bradmook Podcasts Mentioned:
Connect with Wealth Matters Consulting Visit: https://www.wealthmattersconsulting.com Follow on LinkedIn: https://www.linkedin.com/company/wealth-matters-consulting Subscribe to The Wealth Horizon Podcast on YouTube: https://www.youtube.com/@wealthmattersconsulting?sub_confirmation=1 | |||
| What It Really Takes to Serve UHNW Families with Jamie McLaughlin - Part 2 | 29 Oct 2025 | 00:40:10 | |
As more firms target UHNW families, the question isn't just how to reach them, it's also how to serve them profitably and well.
Jamie and Rosemary dig into the disconnect between public claims and operating reality, why "comprehensive, integrated, family office services" can read hollow, and where firms are actually investing to make the model real. They also explore the rise of mega-firms, relationship capital as a true business asset and how to scale without losing client intimacy. In Part 2, they cover:
If your firm is weighing growth in the UHNW segment, this episode looks at the choices that determine whether the model holds up over time. Links & Resources
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| What It Really Takes to Serve UHNW Families with Jamie McLaughlin - Part 1 | 15 Oct 2025 | 00:31:15 | |
Firms across wealth management are eyeing the ultra-high-net-worth (UHNW) segment. The appeal is clear; the execution is not. In Part 1 of this two-part kickoff to Season 2 of The Wealth Horizon Podcast, Rosemary Denney talks with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, about the gap between marketing claims and operating reality. They discuss why margins often compress as firms “move up-market,” how pricing tied only to AUM breaks down and where outsourcing supports quality without losing primacy. The conversation also looks at compensation systems, ownership and “relationship capital” and why scale can threaten client intimacy if firms aren’t deliberate. In the episode, Rosemary and Jamie unpack:
For leaders looking to grow thoughtfully in the UHNW space, this conversation details what it takes to protect both quality and economics. Links & Resources
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| Can You Say That? What’s Actually Allowed in Advisor Marketing: A Conversation with Ted McCutcheon | 12 Jun 2025 | 00:36:51 | |
When it comes to regulatory risk, few areas are more visible, or more scrutinized, than marketing. In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by Ted McCutcheon, founder of Securities Law Counsel, to explore how registered investment advisors can communicate with confidence while staying in bounds with the SEC. With more than two decades of experience spanning enforcement, in-house roles and outsourced compliance, Ted offers a rare 360-degree view of what good marketing compliance actually looks like. Their conversation covers the most frequent missteps RIAs make: relying on outdated assumptions, using overly polished language or treating compliance as a separate function rather than a shared responsibility. Ted also breaks down the current SEC rules on testimonials, third-party rankings and performance advertising, clarifying what firms can do and where caution is still needed. Ted offers a practical perspective on how marketing and compliance can support one another when approached thoughtfully to help firms communicate clearly while minimizing regulatory risk. In the episode, Ted and Rosemary go over:
This episode offers clear guidance for advisors who want to communicate effectively without crossing regulatory lines, especially when developing websites, pitch materials or broader messaging. | |||
| The EQ Advantage: What Great Wealth Leaders Share with Kristen Oliveri | 29 May 2025 | 00:41:57 | |
What makes a great leader in today's multifamily office landscape? Strategy still counts, but the leaders making the biggest impact are also strong communicators, good listeners and thoughtful storytellers. In this episode of The Wealth Horizon Podcast, host Rosemary Denney of Wealth Matters Consulting sits down with Kristen Oliveri, senior family office advisor at The UHNW Institute and founder of Wealth Reimagined. With a background in financial journalism and over two decades of experience in the wealth management space, Kristen brings a people-centered approach to a constantly changing industry. Their conversation examines how leadership is responding to demographic shifts, growing generational divides and rising expectations from clients and team members. From succession planning and reverse mentorship to marketing in a digital-first world, Kristen shares what today's advisors need to understand and what tomorrow's leaders can't afford to overlook. In the episode, Kristen and Rosemary discuss:
For advisors and executives dealing with growth, transitions or generational change, this episode offers a renewed take on what it means to lead with purpose. | |||
| How Storytelling Strengthens Family Legacy with Dr. Rick Stevenson | 15 May 2025 | 00:42:06 | |
In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by filmmaker, author and founder of StoryQ, Dr. Rick Stevenson, for a powerful conversation about the role of storytelling in family legacy, emotional intelligence and multi-generational wealth planning. With insights gained from more than 7,500 interviews across six continents, Rick explains how storytelling goes beyond connection. It's a way to spark reflection, deepen relationships and preserve wisdom. He also speaks directly to wealth advisors, with a reminder that, while numbers may be familiar territory, they rarely create lasting loyalty. As Rick puts it: "It's not the thing your client needs most, and it's not the thing that ultimately holds the client." Rick shares more insight during the episode, including:
This episode is for anyone thinking about how to preserve more than just assets and how real connection, built through storytelling, helps families understand and carry forward what matters most. Learn more at storyq.com. | |||
| Why Podcasting Works in Wealth Management: A Conversation with Joe Reilly | 01 May 2025 | 00:40:50 | |
Joseph Reilly's name comes up often in family office circles and for good reason. As founder of Circulus Group and host of the Private Capital Podcast (ranked #5 globally among family office podcasts), Joe has created a space that combines intellectual content with professional connection. In this episode of The Wealth Horizon Podcast, Rosemary Denney, CEO of Wealth Matters Consulting and Joe Reilly discuss the profound impact podcasting can have in the wealth management industry and why it stands out as a unique medium for sharing knowledge and building connections. Joe reflects on the origins of his podcast, describing how a simple idea evolved into a respected platform for insightful, unscripted dialogue. Together, they examine how podcasting serves not only as a tool for knowledge sharing, but also as a powerful vehicle for building credibility, expanding professional networks and fostering authentic engagement in an increasingly digital landscape.
For those thinking about starting a podcast or rethinking how they share their perspective, this episode offers a behind-the-scenes look at how meaningful content is made. | |||
| No One Else Is You: The Power of Authenticity with Naz Hassanein | 17 Apr 2025 | 00:31:39 | |
In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, talks with Naz Hassanein, founder of Worthy Circles, a Boston-based peer-to-peer networking group for professionals in the family office and UHNW advisory space. With over 25 years of industry experience, Naz shares the inside story of how and why she built a thriving community rooted in trust, authenticity and long-term relationship building. In this episode, you'll hear helpful insights on:
If you're an advisor trying to crack the code on COI marketing—or just want to hear how one woman turned a powerful idea into a professional movement—this episode will provide clear ideas you can put into practice. | |||
| Growing a Wealth Management Firm: Strategies for Success with Brian Hughes | 03 Apr 2025 | 00:32:58 | |
In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, sits down with Brian Hughes, president of Eton Advisors, for a conversation about what it takes to grow a modern advisory firm with clarity and discipline. With a long track record of guiding some of the industry's top wealth management teams, Brian shares what he's learned about scaling intentionally, offering his perspective on client engagement, team development and the smart use of digital tools. He also touches on the most common mistakes firms make when trying to grow too quickly or without a clear strategy. If you're building a boutique advisory practice or charting the next chapter for your multi-family office, this conversation offers perspective worth hearing. Key Topics Discussed in This Episode: 1. Brian’s Journey to Eton Advisors Brian shares his background in the wealth management industry and the path that led him to his current role at Eton Advisors. He discusses the evolution of his career, the lessons he’s learned and how those experiences shape his approach to leadership and firm growth today.
Scaling a wealth management firm isn’t just about getting more clients—it’s about having the right infrastructure in place. Brian and Rosemary discuss:
3. The Power of Digital Marketing and Thought Leadership Marketing in the wealth management industry has changed dramatically. Brian emphasizes the importance of digital marketing, content creation and thought leadership as essential tools for growth. In this discussion, they cover:
4. The Role of Scalability and Systems in Growth Many advisors reach a plateau because they don’t have the right systems in place. Brian shares insights on how firms can:
5. Common Pitfalls to Avoid in Wealth Management Growth Brian and Rosemary discuss some of the biggest mistakes firms make, including: ❌ Failing to track key performance indicators (KPIs) and flying blind. ❌ Not having a defined growth strategy—relying too heavily on referrals without a proactive plan. ❌ Neglecting client engagement and retention while focusing too much on new acquisitions. 6. The Evolving Landscape of Client Acquisition and Engagement Today’s clients expect more from their financial advisors. The conversation highlights:
All episodes of The Wealth Horizon podcast are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere. | |||
| Women, Wealth and Leadership: Lessons from Mel Lagomasino | 20 Mar 2025 | 00:25:34 | |
In honor of Women's Month this March, the inaugural episode of The Wealth Horizon Podcast features a special conversation with Mel Lagomasino, wealth management industry leader and chief executive officer & managing partner at WE Family Offices. Host Rosemary Denney, chief executive officer at Wealth Matters Consulting, sits down with Mel for a deep and insightful discussion about her career, the evolving role of women in finance and the future of wealth management. With over three decades of experience advising some of the world’s wealthiest families, Mel shares her personal journey—from immigrating from Cuba to leading major financial institutions like JP Morgan Private Bank. She reflects on how her early experiences shaped her passion for helping families navigate wealth transitions and make thoughtful financial decisions. Key takeaways from this episode include:
This conversation with Mel highlights the major shifts in wealth management—from the growing influence of women to the impact of technology. As the industry evolves, success will depend on embracing diversity, prioritizing relationships and empowering clients with knowledge. Mel's insights offer valuable lessons for women and anyone navigating the future of finance. All episodes of The Wealth Horizon podcast are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere. | |||