In Crowd

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.  Wealthspir...

In this episode, Ang Giombetti talks to Brian Thorp, CEO and Editor in Chief at Wealthtender, on the evolution of advisor testimonials, branding and more.  Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only. It should not be construed as personalized inves...

In this episode, Ang Giombetti chats with Michelle Winkles, CMO of Mission Wealth on her journey to financial services and the spark that became the CMO Collective.  Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only. It should not be construed as personal...

In this episode of the In Crowd Ang chats with Diana Cabrices on the power of presence, brand, and evangelism.  Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or...

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 and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only. It should not be construed as per...

In episode 7 of the In Crowd podcast, Ang talks to author, Cary Carbonaro, on her latest book - Women & Wealth - and her journey to becoming a champion for women and advisors who serve women clients.  Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only....

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 and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only. It should not be construed as personalized invest...

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 and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, ta...

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 and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational pu...

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 and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire This presentation is for general information and educational purposes only....

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...

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 L...