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In Crowd

In Crowd

Autor: Wealthspire Advisors
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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.

© 2026 In Crowd Sztuka
Odcinki
  • Finding Your Worth: Growth, Marketing & Leadership with Crystal Mathis of Mathis Growth Advisory

    Finding Your Worth: Growth, Marketing & Leadership with Crystal Mathis of Mathis Growth Advisory
    Aug 10 2026

    What does it take to find your worth and build a career that reflects it?

    Angela Giombetti sits down with Crystal Mathis of Mathis Growth Advisory to talk about the experiences that shaped her relationship with money, her journey through financial services marketing, and the lessons she learned on the path to becoming a CMO.

    Crystal shares her perspective on growth, leadership, finding your voice, and building a career with intention, along with what she’s learned helping firms turn ambitious ideas into meaningful results.

    A candid conversation about money, marketing, leadership, and defining success on your own terms.

    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.
    Rozwiń Zwiń
    31 min
  • Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice

    Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice
    May 19 2026

    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.
    Rozwiń Zwiń
    30 min
  • The Trust Factor: Brian Thorp of Wealthtender on How Reviews, Reputation, and Brand Drive Growth

    The Trust Factor: Brian Thorp of Wealthtender on How Reviews, Reputation, and Brand Drive Growth
    Mar 23 2026

    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 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.
    Rozwiń Zwiń
    33 min
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