Michele Welsh on Marketing Matchup
Verdence CMO Michele Welsh on Marketing Matchup
Less than 10% of billion-dollar RIA firms have a Chief Marketing Officer… But half of the top 100 fastest-growing firms do. Join Joe Anthony on Marketing Matchup where Joanna Irwin of Homrich Berg and Michele Welsh of Verdence Capital share what happens when firm leadership gives full support to their CMOs, how they’ve balanced growth through acquisition and brand-building, and the real-world ROI of PR.
Chapters
00:00 Introduction on Marketing Matchup
04:58 Backgrounds of the Guests
09:57 The Role of Marketing in Financial Services
15:01 Balancing Organic and Acquisitive Growth
20:08 Bringing External Insights into Wealth Management
23:36 Understanding Client Needs and Marketing Strategies
29:36 The Importance of Testimonials and Client Feedback
35:02 Integrating PR into Marketing Strategies
41:00 The Future of Marketing in the RIA Space
You can learn more about Michele and Verdence Capital Advisors at:
Learn more about the Marketing Matchup Podcast here.
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