Grow Organically Podcast

Ep 3 - The Evolution of Marketing in Wealth Management with Angela Giombetti

Written by Catchlight | Aug 15, 2024 2:30:58 PM

Grow Organically

Episode Description

 Have you ever wondered how successful advisors rally their team around organic growth? How have growth strategies evolved through the years?
 

Daniel Gilmartin chats with Angela Giombetti, Chief Marketing Officer at Wealthspire Advisors, about the evolving world of marketing within wealth management. Listeners will gain insights into how Angela and her team drive organic growth using innovative strategies, tools, and a data-driven approach to client engagement.

Dan and Angela discuss:

  • The transformation of marketing in wealth management over the past 20 years
  • How Wealthspire Advisors rallies around a growth mindset for organic development
  • The importance of data and technology in personalizing client experiences
  • Strategies for integrating newly acquired firms into Wealthspire’s growth-oriented approach 

About our Guest:

Angela has dedicated her 20+ year career to the financial services industry, having served in communications, change management, public relations, and marketing roles in banking, fintech, and RIA firms across the country. She is an accomplished ghost writer of multiple nationally published books and a frequent speaker at industry conferences. She is also the founder of The In Crowd, an inclusive network for financial marketers and the host of The In Crowd podcast.

Connect with Angela Giombetti:

Connect with Dan Gilmartin:

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