CMO Michele Welsh on Barron’s “The Way Forward” podcast

RIA Marketing Strategy with AI and Empathy | Verdence Capital Advisors

Verdence Capital Advisors Chief Marketing Officer Michele Welsh was featured on The Way Forward podcast by Barron’s Advisor and profiled in an accompanying Barron’s article titled “How Advisors Can Leverage YouTube, Podcasts, and AI.”

In the episode, Michele shares how Verdence approaches marketing for RIAs through:

• Strategic use of AI in compliance-driven environments

• Building custom GPTs tailored to firm tone, data, and SEC rules

• Prioritizing empathy and client experience over automation

• Leveraging platforms like YouTube and short-form video to build trust

• Using content repurposing and snackable insights to reach clients where they are

She also explains how RIAs can modernize their content strategy while staying true to their brand voice and values.

Listen to all Verdence Podcasts here

[Listen to the podcast here]
[Read the Barron’s article here]

RIA marketing, wealth management, AI for advisors, empathy in finance, digital strategy, Verdence Capital Advisors, Michele Welsh, Barron’s Advisor, YouTube for financial advisors, podcast strategy, Greg Bartalos