In the financial services industry, marketers have long served behind the scenes. But today, RIAs, fintech companies, financial institutions, and custodians are recognizing the importance of marketing in driving organic and inorganic growth. Marketers often directly impact the voices, identities, and brands leading the industry and moving it forward. Here are the stories of the people behind the branding. Welcome to the In Crowd.
Finding Your Worth: Growth, Marketing & Leadership with Crystal Mathis of Mathis Growth Advisory
What does it take to find your worth and build a career that reflects it? Angela Giombetti sits down with Crystal Mathis of Mathis Growth Advisory to talk about the experiences that shaped her relationship with money, her journey through financial services marketing, and the lessons she learned on the path to becoming a CMO. Crystal shares her perspective on growth, leadership, finding your voice, and building a career with intention, along with what she’s learned helping firms turn ambitious...
19 May 2026
Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice
In this episode of The In Crowd, Angela Giombetti sits down with Michele Welsh, CMO at Verdence Capital Advisors for 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. Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ...
23 Mar 2026
The Trust Factor: Brian Thorp of Wealthtender on How Reviews, Reputation, and Brand Drive Growth
Finding Your Voice in the Crowd: Diana Cabrices on Building Influence, Culture, and Confidence
In this episode of the In Crowd Ang chats with Diana Cabrices on the power of presence, brand, and evangelism. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or cont...
17 Oct 2025
The Business of Storytelling: Ben Tanner and the Power of Narrative in Financial Brands
Season 2 of the In Crowd podcast kicks off with Ben Tanner of the Rudin Group, whose passion for storytelling led to a successful career in financial services marketing. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a ce...
10 Jun 2025
Women & Wealth: Cary Carbonaro's Passion for Empowering Women
Author Cary Carbonaro discusses her book, *Women & Wealth*, and her mission to empower women and advisors who serve women clients in an interview with Ang.
12 Feb 2025
Serendipity: Elizabeth Pizzinato's Journey from the Four Seasons to Wealth Management
In episode 6 of the In Crowd podcast, Ang talks to Elizabeth Pizzinato, CMO of Newport Private Wealth based in Toronto and serving clients across Canada. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of r...
28 Oct 2024
Embracing Legacy: Michelle Panzera's Approach to Marketing for an Evolving Industry
In episode 5 of the In Crowd podcast, Ang talks to Michelle Panzera, Director of Marketing at Evensky & Katz/Foldes Wealth Management. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealth...
9 Sept 2024
Owned & Earned: How Joe Anthony helped elevate the Finserv industry's growing need for great PR
In episode 4 of the In Crowd podcast, Ang talks to Joe Anthony, President and Co-owner of Gregory FCA, an integrated, full-service PR and marketing agency that specializes in serving the financial services industry. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice,...
18 Jun 2024
Home Grown: How Buffalo Built Helps Firms Escape the Sea of Sameness
In episode 3 of the In Crowd podcast, Angela Giombetti chats with dynamic duo, Melissa and Steven Buffalohead of Buffalo Built Design Studio! Learn more about their work at https://buffalobuiltdesign.com/Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee t...
5 Jun 2024
Changing the Game: How Adam Cox's personal mission drives his work to elevate the financial services industry
In episode 2 of the In Crowd podcast, Angela Giombetti chats with Adam Cox, Executive Vice President and Chief Wealth Management Officer at The First National Bank of Sioux Falls. He is also the host of a very popular podcast – Common Cents on the Prairie. While he not a traditional marketer, he is most definitely a marketing champion for our industry! Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for ...
7 Apr 2024
Millennial Girl: How April Rudin Changed the Game for the Financial Services Industry
In episode 1 of the In Crowd podcast, Angela Giombetti chats with April Rudin, founder and CEO of The Rudin Group, which provides bespoke marketing services to some of the world's leading wealth management firms, banks, RIA's family offices and more since 2008. April is one of the OG disruptors in the industry and helped pioneer marketing for financial services. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This pre...
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