Brand Stories

Alexandra Zendrian
  • 5.0 (1)
  • MARKETING
  • UPDATED SEMIWEEKLY

How are brands getting their messages to resonate with prospects and clients? Learn more from the people shaping that strategy.

  1. FEB 16

    Diana Britton: The Value of In-Depth Reporting

    Wealth Management's Executive Editor Diana Britton shares how the publication has evolved during her tenure and how she expects it to grow.

    18 min

  2. FEB 2

    MattGPT: Financial Advisors Who Ignore AI Are Dinosaurs Waiting for the Comet

    Zocks' Chief Evangelist Matt Halloran shares how far the financial advice industry has come in adopting AI and where it needs to go.

    27 min

  3. JAN 26

    Mary Carlson: Speaking to Change the World

    Financial Behavior Keynote Group's Founder Mary Carlson, PhD, shares the keys to becoming a successful, paid speaker.

    31 min

  4. JAN 20

    Roger Devine: Helping Volunteers

    Schoolauction.net's Roger Devine shares how his group helps volunteers achieve their financial goals.

    20 min

  5. JAN 13

    Angela Giombetti: Building an InSPIRational Brand

    Wealthspire Chief Marketing Officer Angela Giombetti shares how the Wealthspire name was selected and how the firm is creating its brand identity.

    25 min

  6. JAN 6

    Gordy Abel: Creating The Dream Brand

    Chief Marketing Officer of Dynasty Financial Gordy Abel shares how he helps advisors creating brands with great purpose while also growing and strengthening Dynasty's brand.

    25 min

  7. 12/29/2025

    Abby Morton: Creating a Brand with Content Creators

    Abby Morton, CFP, has started a new financial advisory firm serving content creators. Learn how she's taking this next step in her career and how that's caused her to think of her personal brand.

    22 min

  8. 12/22/2025

    Dan Bolton: Making It Personalized & Memorable

    Wealth.com's Head of Marketing Dan Bolton shares his tips to help financial advisors stand out in the sea of sameness as well as how Wealth.com is marketing estate planning.

    24 min
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About

How are brands getting their messages to resonate with prospects and clients? Learn more from the people shaping that strategy.

Information

  • Creator
    Alexandra Zendrian
  • Years Active
    2025 - 2026
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © Alexandra Zendrian
  • Show Website
    Brand Stories