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About This Podcast
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.
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Recent Episodes
S2E5 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…
S2E4 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. Wealthspire Advisors LLC and certain of its…
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. Wealthspire Advisors LLC and…
Finding Your Voice in the Crowd: Diana Cabrices on Building Influence, Culture, and Confidence
In this episode of the In Crowd Ang chats with Diana Cabrices on the power of presence, brand, and evangelism. Wealthspire Advisors LLC and certain of its affiliates are separately registered…
S2E1 The Business of Storytelling: Ben Tanner and the Power of Narrative in Financial Brands
Season 2 of the In Crowd podcast kicks off with Ben Tanner of the Rudin Group, whose passion for storytelling led to a successful career in financial services marketing. Wealthspire Advisors LLC and…
S1E7 Women & Wealth: Cary Carbonaro's Passion for Empowering Women
In episode 7 of the In Crowd podcast, Ang talks to author, Cary Carbonaro, on her latest book - Women & Wealth - and her journey to becoming a champion for women and advisors who serve women…
Serendipity: Elizabeth Pizzinato's Journey from the Four Seasons to Wealth Management
In episode 6 of the In Crowd podcast, Ang talks to Elizabeth Pizzinato, CMO of Newport Private Wealth based in Toronto and serving clients across Canada. Wealthspire Advisors LLC and certain of its…
S1E5 Embracing Legacy: Michelle Panzera's Approach to Marketing for an Evolving Industry
In episode 5 of the In Crowd podcast, Ang talks to Michelle Panzera, Director of Marketing at Evensky & Katz/Foldes Wealth Management. Wealthspire Advisors LLC and certain of its affiliates are…
Owned & Earned: How Joe Anthony helped elevate the Finserv industry's growing need for great PR
In episode 4 of the In Crowd podcast, Ang talks to Joe Anthony, President and Co-owner of Gregory FCA, an integrated, full-service PR and marketing agency that specializes in serving the financial…
S1E3 Home Grown: How Buffalo Built Helps Firms Escape the Sea of Sameness
In episode 3 of the In Crowd podcast, Angela Giombetti chats with dynamic duo, Melissa and Steven Buffalohead of Buffalo Built Design Studio! Learn more about their work at…
S1E2 Changing the Game: How Adam Cox's personal mission drives his work to elevate the financial services industry
In episode 2 of the In Crowd podcast, Angela Giombetti chats with Adam Cox, Executive Vice President and Chief Wealth Management Officer at The First National Bank of Sioux Falls. He is also the host…
S1E1 Millennial Girl: How April Rudin Changed the Game for the Financial Services Industry
In episode 1 of the In Crowd podcast, Angela Giombetti chats with April Rudin, founder and CEO of The Rudin Group, which provides bespoke marketing services to some of the world's leading wealth…
Frequently Asked Questions
In Crowd has published 12 episodes since April 2024, covering topics in Arts.
In Crowd is currently highly active with new episodes every 2 months. Average episode length is 32m.
