Building with Intention: Modern Marketing, AI, & Finding Your Voice
Modern Wealth Management Marketing for RIAs. In this episode of The In Crowd, Angela Giombetti sits down with Michele Welsh, CMO at Verdence Capital Advisors. It’s 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.
Chief Marketing Officer of Verdence Capital Advisors, Michele leads firm-wide marketing, branding, and content strategies. These include setting and executing technology-based marketing solutions focused on excellent client experience and unbiased, transparent financial advice. Her multifaceted career has included roles as an Art Director, Creative Director, and the Founder & CEO of two startups. Michele has been featured on national network media including GMA, Fox News, and The Today Show. Additionally, she brought her entrepreneurial teachings to the Johns Hopkins MBA program where she co-opted case studies with the Carey Business School. In her community, Michele is a co-founder and board member of Sisters Circle, a mentoring program for girls and young women from underserved communities in Baltimore.
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