Marketing Matchup

Gregory
  • 5.0 (1)
  • Marketing
  • Updated Monthly

Marketing Matchup is a bold new podcast hosted by Joe Anthony, President and Owner of Gregory—one of the nation’s top 10 financial PR and marketing agencies. Each episode brings together two senior marketing leaders—CMOs, heads of growth, and other top executives from RIAs, asset managers, wealthtech firms, and beyond—for an unfiltered discussion on the strategies and challenges shaping their businesses. The catch? Guests won’t know who they’re paired with until the recording begins, sparking authentic, unscripted conversations that reveal fresh insights and real-world perspectives. Tune in for candid debates, expert takes, and a front-row seat to the conversations driving the future of financial services marketing.

  1. How AI and Social Proof Are Revolutionizing Organic Growth in Wealth Management

    4d ago ·  Video

    How AI and Social Proof Are Revolutionizing Organic Growth in Wealth Management

    Most financial advisors and wealth management firms are stuck in a growth rut, averaging just 2-3% organic growth annually—and most aren’t even trying multiple marketing strategies. In this eye-opening episode, industry insiders Eden Ovadia of Finny and Brian Thorp of Wealthtender reveal exactly how advisors can flip the script on stagnant growth using AI-driven marketing tools, social proof, and strategic positioning. They share the secret sauce that’s helping firms outpace competitors without massive ad budgets or complicated tech. You’ll discover the overlooked power of online reviews and testimonials in building trust—and how firms can seamlessly collect, display, and leverage that social proof to attract high-value clients. Eden and Brian break down how regulatory hurdles are fading and why the real challenge now is inertia, not compliance. They reveal the marketing habits that turn “nice-to-haves” into growth accelerators, from hyper-targeted email outreach to SEO tactics that dominate Google searches for niche audiences like Sherwin Williams employees or small business owners. The episode explores why social proof is more vital than ever in a trust-based industry, and how AI amplifies this advantage—giving solo advisors and small firms a level playing field with large enterprises. Finny’s automation tools make scaling outreach effortless, while Wealthtender boosts online credibility and visibility, creating a compelling inbound marketing engine. You’ll learn how to incorporate these innovations into your existing marketing stack and why agility, combined with integrated data and authentic client stories, will define the winners of tomorrow’s financial advice landscape.If you’re a marketing leader or advisor eager to understand how to leverage AI, reviews, and strategic content for exponential growth—this episode is a must-listen. The future belongs to those who master trust, reputation, and relentless relevance. Don’t get left behind—your next level of organic growth starts here.

    48 min
  2. Building The Tracks In Front Of The Train

    May 11 ·  Video

    Building The Tracks In Front Of The Train

    Kirsten Ly, Chief Marketing Officer at Modera Wealth, and Danielle Onesto, Director of Marketing at Abacus Wealth Partners, both arrived in wealth management through unconventional paths, and both independently built branded advisor marketing programs designed to move their firms from reactive, referral-dependent growth to something more systematic and scalable. Kirsten and Danielle share the marketing playbook they’re writing in real time and the results they have already earned in transforming their roles into core growth functions of their firms.

    1h 10m
  3. Live at RIA Edge: Using AI To Create Leverage

    Apr 27 ·  Video

    Live at RIA Edge: Using AI To Create Leverage

    Recorded live at the RIA Edge conference in Nashville, host Joe Anthony sits down with Michelle Winkles, Partner and Chief Marketing Officer at Mission Wealth, Darcy O’Brien, Chief Marketing Officer at Simon Quick Advisors, and Kayla Kennelly, Chief Growth Officer at Opal Wealth Advisors to break down how marketers use AI as part of their strategy to create leverage and consistent growth. From building repeatable systems that move firms beyond founder-led growth to rethinking how advisors show up in an environment shaped by AI search and digital validation, this conversation gets into the day-to-day reality of what marketing leaders are being asked to deliver today.

    38 min
  4. RIA Marketing Leadership Comes of Age

    Mar 9 ·  Video

    RIA Marketing Leadership Comes of Age

    To close out Season 2 of Marketing Matchup, Justin Barish of Lido Advisors, Tara Ryan of Cerity Partners, Meghan McCartan of Composition Wealth, and Jack Casady of Beck Bode return for a wide-ranging conversation about the growing role of marketing inside RIA firms. They share what they’ve learned in 2026 as they have built out their teams, integrated acquisitions, and helped advisors truly connect with prospects.

    1h 8m
  5. What Journalists Really See In Growth Stories

    Feb 16 ·  Video

    What Journalists Really See In Growth Stories

    Tobias Salinger, Chief Correspondent at Financial Planning, and Ian Wenik, Editor of Citywire RIA, turn the tables on Marketing Matchup in a conversation about how advisor growth stories land with independent observers. From client acquisition costs to ongoing scrutiny of organic growth, Tobias and Ian explain what signals make a firm’s marketing credible and what raises red flags.

    56 min
  6. Are Your Clients Part of Your Marketing Team?

    Feb 2 ·  Video

    Are Your Clients Part of Your Marketing Team?

    Jack Casady of Beck Bode and Greg Banasz of Steward Partners join Marketing Matchup to talk about where growth really comes from once referrals alone stop carrying the load. With the right approach, reviews, education, advisory boards, and everyday interactions all turn clients into active participants in growth.

    1h 3m
  7. How Dealmakers See Your Firm’s Marketing Strategy

    Jan 19 ·  Video

    How Dealmakers See Your Firm’s Marketing Strategy

    Corey Kupfer, founder of Kupfer., PLLC, and Jessica Polito, founder of Turkey Hill Management, explore the ways in which organic growth, earnouts, and growth stories hinge on repeatable, fully integrated marketing efforts. Corey and Jessica explain where growth narratives break down, how marketing leaders increasingly enter the deal process, and what advisors misunderstand about preparing for a future transaction.

    1h 4m
  8. Supporting the Indispensable Advisor

    Jan 5 ·  Video

    Supporting the Indispensable Advisor

    Samantha Allen, Executive Vice President of Marketing at Merit Financial Advisors, and Tyler Resh, Chief Growth Officer at SteelPeak Wealth, join Marketing Matchup for a deep conversation about linking marketing to growth. Samantha and Tyler explore the ways in which marketing teams can support the advisor as a local source of education and client empowerment, and how those efforts feed back into organic growth.

    1h 8m
See All (25)

About

Marketing Matchup is a bold new podcast hosted by Joe Anthony, President and Owner of Gregory—one of the nation’s top 10 financial PR and marketing agencies. Each episode brings together two senior marketing leaders—CMOs, heads of growth, and other top executives from RIAs, asset managers, wealthtech firms, and beyond—for an unfiltered discussion on the strategies and challenges shaping their businesses. The catch? Guests won’t know who they’re paired with until the recording begins, sparking authentic, unscripted conversations that reveal fresh insights and real-world perspectives. Tune in for candid debates, expert takes, and a front-row seat to the conversations driving the future of financial services marketing.

Information

  • Creator
    Gregory
  • Years Active
    2025 - 2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2026
  • Show Website
    Marketing Matchup