The Wealth Marketing Podcast

Rosemary Denney, CEO of Wealth Matters Consulting
  • 5.0 (5)
  • MARKETING
  • UPDATED BIWEEKLY

The Wealth Marketing Podcast (The Wealth Horizon Podcast) examines the trends, marketing practices and growth approaches shaping wealth management firms today. Hosted by Rosemary Denney, founder and CEO of Wealth Matters Consulting, the show features guest conversations and examples from the field that help financial advisors, RIAs and family offices strengthen client relationships and talk about their work without overcomplicating it. As advisor marketing and online presence continue to influence how firms are seen, The Wealth Marketing Podcast offers support for wealth management professionals who want to improve visibility, communicate with purpose and keep their firms focused on the goals that guide their work.

  1. FEB 25

    From Investments to Legacy: How Ultra-High-Net-Worth Families Are Redefining What Matters

    51% of the world's wealthiest families recognize succession as a significant risk to their family office — yet 86% still don't have a plan in place. That gap is exactly where the opportunity lies for advisors who know how to talk about it. In this episode of The Wealth Marketing Podcast, host Rosemary Denney sits down with Brian Hughes, President of Eton Advisors, to dissect the 2026 JP Morgan Global Family Office Report, a sweeping study of 333 single-family offices across 30 countries with an average net worth of $1.6 billion. Brian brings more than 30 years of experience across the family office landscape, including leadership roles at Pitcairn and Threshold Group (now AlTi Tiedemann), and shares firsthand observations on how the industry has transformed over two decades. Together, Rosemary and Brian uncover what this report really means for multi-family offices, RIAs and advisory firms that serve, or aspire to serve, ultra-high-net-worth families. Key insights: How the family office industry evolved from investment-only mandates to multi-generational, holistic models over the past 20 years65% prioritize AI investments, yet 57% have zero venture capital exposure, and 79% have no infrastructure allocation86% lack succession plans, and 51% recognize it as a significant continuity risk76% have engagement strategies in place, but 28% still cite heir unpreparedness as a top risk58% have operating businesses, and 41% cite internal conflict as a top three risk, nearly double non-business-owning peersMFOs increasingly serve SFOs by filling gaps in governance, succession and investment expertise that lean teams can't coverMost firm content focuses on markets and credentials, but families care about succession, governance, cybersecurity and family cohesion, and storytelling wins over service listingsCybersecurity (32%), family wealth education (31%), governance/succession support (27%) comprise the top service gaps Key Takeaway: This report makes clear that families are asking for more: more governance, more preparation for the next generation, more integration and more advisors who understand their complexity. The opportunity is massive for firms willing to shift their content and conversations from what they want to talk about to what families actually need to hear. Relevant Links: 2026 JP Morgan Global Family Office Report: https://privatebank.jpmorgan.com/nam/en/insights/reports/2026-family-office-reportBrian Hughes on LinkedIn: https://www.linkedin.com/in/brianjdhughes/Eton Advisors: https://etonadvisors.com/Rosemary Denney on LinkedIn: https://www.linkedin.com/in/rosemarybdenney/Wealth Matters Consulting: https://www.wealthmattersconsulting.comThe UHNW Institute: https://www.uhnwinstitute.org

    40 min

  2. JAN 28 · BONUS

    Marketing Strategy for Wealth Management Firms: Executing Your Marketing Plan - Part 2

    You've identified your ideal client. You've crafted your value proposition. You know your brand voice and your clients' pain points. Now what? This is where most firms stall. They have the foundation but no roadmap for execution. In Part 2 of our 2026 Marketing Kickoff, Rosemary shows you exactly how to translate your foundational work into a marketing plan that generates sustainable growth: Choosing the right content medium for YOUR audience (podcasts vs. white papers vs. webinars vs. video)Building a 12-month marketing calendar based on your clients' actual challenges—not what YOU want to talk aboutUnderstanding why content-based marketing strategies outperform advertising for wealth firmsKnowing what metrics matter (and what to do when your content isn't resonating)Avoiding the #1 mistake: talking about yourself instead of solving client problemsReal talk: It takes about a year to see significant traction. But the firms who commit to this approach see increased engagement across all channels, deeper client relationships and more qualified referrals. Download the Brand Roadmap Workbook: https://www.wealthmattersconsulting.com/brand-roadmap-workbook/ Listen to Part 1 if you haven't yet: https://www.wealthmattersconsulting.com/blog/marketing-strategy-start-here/ Ready to execute but need help? We get it—building the strategy is one thing, executing it consistently is another. If you're looking for a marketing partner who can help you implement your content calendar and stay consistent over time, let's talk: rbd@wealthmattersconsulting.com

    11 min

  3. JAN 21 · BONUS

    Marketing Strategy for Wealth Management Firms: Build Your Foundation First - Part 1

    Most wealth management firms jump straight into marketing tactics—launching podcasts, updating websites, posting on LinkedIn—without ever building the foundation that makes marketing work. In Part 1 of our 2026 Marketing Kickoff, Rosemary Denney walks you through the essential foundational work every firm needs before spending a dollar on marketing: Creating ideal client personas that go far beyond AUM (and why "high-net-worth individuals" isn't a target audience)Crafting a value proposition that's actually memorable and differentiates you in a crowded marketDefining your brand voice in 5 adjectives (and why this matters for every piece of content you create)Identifying the real pain points your ideal clients face (not the ones you think they have)This isn't theory. This is the exact framework Rosemary has used with dozens of wealth management firms, family offices, and RIAs over 13 years to create marketing that drives sustained, intentional growth. Want the Brand Roadmap Workbook? Download Here Have questions about building your marketing foundation? We're here to help. Whether you're working through the Brand Roadmap on your own or wondering if you need support implementing it at your firm, reach out: hello@wealthmattersconsulting.comLearn more: wealthmattersconsulting.com

    13 min

  4. 12/18/2025

    LinkedIn for Advisors: How to Build Credibility, Consistency and Real ROI

    LinkedIn is frequently under-utilized by advisors, often seen as a static resume rather than a tool for consistent communication. In this episode of The Wealth Marketing Podcast, Rosemary Denney is joined by Lyndsi Edgar, CEO of eLuminate Marketing, to discuss how advisors can use the platform with more intention and less friction. The conversation covers the practical side of maintaining a LinkedIn presence including the specific adjustments that can make a profile more client-focused and the reality of how often you actually need to post. Lyndsi shares her perspective on why LinkedIn is uniquely suited for professional services and how to avoid the "salesy" habits that often discourage advisors from using the platform. What's discussed: Why LinkedIn is the primary channel for reaching high-level decision-makersPractical profile adjustments: Using the cover photo and headline effectivelyShifting your "About" section from a list of credentials to a service-led bioWhy authentic opinions outperform stock contentWhat types of content drive real engagement on LinkedInDetermining a sustainable posting frequency for a busy practiceA sensible approach to LinkedIn advertising and "boosted" postsWhen activity begins to build real trust and inquiriesThis episode is a straightforward look at how RIAs and wealth advisors can build a professional reputation on LinkedIn through a steady, quality-focused process. Guest: Lyndsi Edgar, CEO, eLuminate Marketing Host: Rosemary Denney, CEO, Wealth Matters Consulting Links & Resources Connect with Lyndsi Edgar on LinkedIn https://www.linkedin.com/in/lyndsistaffordedgar/ Learn more about eLuminate Marketing https://eluminatemarketing.com/Connect with Rosemary Denney on LinkedInhttps://www.linkedin.com/in/rosemarybdenney/ Connect with Wealth Matters Consulting https://www.wealthmattersconsulting.com https://www.linkedin.com/company/wealth-matters-consulting

    35 min
  5. Is M&A Always the Answer? Rethinking Scale, Succession and Organic Growth with Brad Mook

    11/19/2025

    Is M&A Always the Answer? Rethinking Scale, Succession and Organic Growth with Brad Mook

    In this episode of The Wealth Horizon Podcast, Rosemary Denney talks with Brad Mook, Managing Director of Investments and Finance at Rosemont, about what RIA and wealth management M&A look like beneath the headlines. Brad breaks down how today's conversations have moved past "establishing a beachhead" into questions of scale, deal structure, and long-term succession. He also explains why advisory firms still need to return to the core of the work: serving clients well. Rosemary and Brad walk through situations where M&A can strengthen a firm, the moments when staying independent is the right answer and the cultural factors that shape whether a merger actually works. They cover the pressures that come with competing for ultra-high-net-worth clients, the warning signs that can stall a deal and the reason organic growth and a consistent marketing presence remain essential for firm health. In this episode, they discuss: What is fueling ongoing RIA and wealth management M&A activityHow headline momentum and peer pressure can push firms into deals that don't support their strategyWhen scale can improve client outcomes and when it creates new problemsThe people and culture considerations that influence whether two firms can operate well togetherHow to prepare years in advance for a sale, merger or internal transitionWhy organic growth, a strong online presence and consistent marketing still shape long-term stabilityLearn More About Brad Mook and Rosemont  Website: https://www.rosemontinv.com  LinkedIn: https://www.linkedin.com/in/bradmook Podcasts Mentioned: The Knowledge Project with Shane Parrish – https://fs.blog/knowledge-project-podcast/Don’t Get Fired by Ashby Monk & Daniel Adamson – available on Spotify and Apple PodcastsFund Selectors with Lucy Walker – available on Spotify and Apple PodcastsHack It Out Golf – https://podcasts.apple.com/us/podcast/hack-it-out-golf/id1543363295Strong Songs with Kirk Hamilton – https://strongsongspodcast.comThe Rosemont Roundtable – https://www.rosemontinv.com/rosemont-roundtableConnect with Wealth Matters Consulting  Visit: https://www.wealthmattersconsulting.com  Follow on LinkedIn: https://www.linkedin.com/company/wealth-matters-consulting  Subscribe to The Wealth Horizon Podcast on YouTube: https://www.youtube.com/@wealthmattersconsulting?sub_confirmation=1

    39 min

  6. 10/29/2025

    What It Really Takes to Serve UHNW Families with Jamie McLaughlin - Part 2

    As more firms target UHNW families, the question isn't just how to reach them, it's also how to serve them profitably and well. In Part 2 of this Wealth Horizons Podcast Season 2 kickoff, Rosemary Denney continues her conversation with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, exploring what separates message from model as firms pursue UHNW clients. Jamie and Rosemary dig into the disconnect between public claims and operating reality, why "comprehensive, integrated, family office services" can read hollow, and where firms are actually investing to make the model real. They also explore the rise of mega-firms, relationship capital as a true business asset and how to scale without losing client intimacy. In Part 2, they cover: Relationship capital and its impact on loyalty, referrals and valueProtecting client intimacy as firms scaleWhen marketing outpaces operational realityWhat sets successful mega-firms apartInvesting in people and culture as UHNW prioritiesHow compensation and ownership drive behaviorVision and values as anchors for client trustIf your firm is weighing growth in the UHNW segment, this episode looks at the choices that determine whether the model holds up over time. Links & Resources Access Jamie McLaughlin’s article A Cautionary Tale in Family Wealth ReportLearn more about J.H. McLaughlin & Co.Explore The UHNW InstituteSubscribe to The Wealth Horizon Podcast for future episodes

    40 min

  7. 10/15/2025

    What It Really Takes to Serve UHNW Families with Jamie McLaughlin - Part 1

    Firms across wealth management are eyeing the ultra-high-net-worth (UHNW) segment. The appeal is clear; the execution is not. In Part 1 of this two-part kickoff to Season 2 of The Wealth Horizon Podcast, Rosemary Denney talks with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, about the gap between marketing claims and operating reality. They discuss why margins often compress as firms “move up-market,” how pricing tied only to AUM breaks down and where outsourcing supports quality without losing primacy. The conversation also looks at compensation systems, ownership and “relationship capital” and why scale can threaten client intimacy if firms aren’t deliberate. In the episode, Rosemary and Jamie unpack: Why revenue grows but margins stall in UHNW service modelsWhere AUM fees fall short and retainers fit betterHow to work with outside experts without losing primacyWhy underused talent erodes profitabilityCollaboration vs. integration and why it mattersBuilding the next generation through mentoring and incentivesFor leaders looking to grow thoughtfully in the UHNW space, this conversation details what it takes to protect both quality and economics. Links & Resources Access Jamie McLaughlin’s article “A Cautionary Tale” in The Family Wealth ReportLearn more about J.H. McLaughlin & Co.Explore The UHNW InstituteSubscribe to The Wealth Horizon Podcast on YouTube for future episodes

    31 min

  8. 06/12/2025

    Can You Say That? What’s Actually Allowed in Advisor Marketing: A Conversation with Ted McCutcheon

    When it comes to regulatory risk, few areas are more visible, or more scrutinized, than marketing. In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by Ted McCutcheon, founder of Securities Law Counsel, to explore how registered investment advisors can communicate with confidence while staying in bounds with the SEC. With more than two decades of experience spanning enforcement, in-house roles and outsourced compliance, Ted offers a rare 360-degree view of what good marketing compliance actually looks like. Their conversation covers the most frequent missteps RIAs make: relying on outdated assumptions, using overly polished language or treating compliance as a separate function rather than a shared responsibility. Ted also breaks down the current SEC rules on testimonials, third-party rankings and performance advertising, clarifying what firms can do and where caution is still needed. Ted offers a practical perspective on how marketing and compliance can support one another when approached thoughtfully to help firms communicate clearly while minimizing regulatory risk. In the episode, Ted and Rosemary go over: Why compliance shouldn't be siloed, and how to integrate it across functionsHow to approach marketing materials without attracting regulatory scrutinyWhat's really allowed when it comes to testimonials, ratings and performance claimsWhere AI fits into the SEC's focus (and where it might be headed next)How to use the SEC's April 2024 Risk Alert as a practical guide for your teamThis episode offers clear guidance for advisors who want to communicate effectively without crossing regulatory lines, especially when developing websites, pitch materials or broader messaging.

    37 min
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About

The Wealth Marketing Podcast (The Wealth Horizon Podcast) examines the trends, marketing practices and growth approaches shaping wealth management firms today. Hosted by Rosemary Denney, founder and CEO of Wealth Matters Consulting, the show features guest conversations and examples from the field that help financial advisors, RIAs and family offices strengthen client relationships and talk about their work without overcomplicating it. As advisor marketing and online presence continue to influence how firms are seen, The Wealth Marketing Podcast offers support for wealth management professionals who want to improve visibility, communicate with purpose and keep their firms focused on the goals that guide their work.

Information

  • Creator
    Rosemary Denney, CEO of Wealth Matters Consulting
  • Years Active
    2025 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    ©2025 Wealth Matters Consulting
  • Show Website
    The Wealth Marketing Podcast