Marketing Matchup

About Marketing Matchup

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.

Publisher

Gregory

Category

business

Language

en

Explicit

No

First episode

13 Feb 2025

Latest episode

8 Sept 2026

Latest episodes

28 episodes in the feed.

1. 

   8 Sept 2026

   Reviews, Rankings, and Investing In Trust

   Kayla Kennelly, Chief Growth Officer at Opal Wealth Advisors, and Martina Chisholm, Head of Marketing at Balentine, rank client reviews, earned media and industry rankings in the order they actually trust, and it's not the order most firms invest in. Along the way, they tackle a question rarely asked out loud: why is marketing leadership in wealth management disproportionately female, and is that an edge the industry still underuses?

2. 

   10 Aug 2026

   If We Don't Tell Our Story, Someone Else Will

   Deana Lewis, Chief Marketing Officer at The Mather Group, and Maria Bethel, SVP of Brand Experience and Partnership Strategies at Axtella, join Marketing Matchup fresh off being named finalists for CMO of the Year at this year's Wealth Management Industry Awards. Both built their marketing functions from a department of one, and both bring insights into the way public relations has become table stakes for AI search visibility, and how each CMO should think about earning a bigger budget without overpromising the results.

3. 

   27 Jul 2026

   How AI Is Disrupting Wealth Management Marketing — The Surprising Implications

   Stacey McKinnon, Partner, COO & CMO at Morton Wealth, and Matt Seitz, Chief Marketing Officer & Partner at Prosperity Capital Advisors, examine two opposite bets on where a firm's growth should live: with fifteen individual advisor brands, or one unified identity across seven firms. Along the way: why Morton ditched standing client meetings, how AI is already generating referrals for both firms, and where each CMO draws the line on ROI.

Who has been a guest on Marketing Matchup

Names identified in recent episode analyses. Showing up to five guests.

• Jessica Polito
• Daniel Gilmartin
• Andrew Johnson
• Angela Giombetti
• Terra McBride

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 22 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

31

Social presence

0

YouTube

0

Engagement

32

Contact Marketing Matchup

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.