The Wealth Marketing Podcast

Most wealth management firms jump straight into marketing tactics—launching podcasts, updating websites, posting on LinkedIn—without ever building the foundation that makes marketing work. In Part 1 of our 2026 Marketing Kickoff, Rosemary Denney walks you through the essential foundational work every firm needs before spending a dollar on marketing:
  • Creating ideal client personas that go far beyond AUM (and why "high-net-worth individuals" isn't a target audience)
  • Crafting a value proposition that's actually memorable and differentiates you in a crowded market
  • Defining your brand voice in 5 adjectives (and why this matters for every piece of content you create)
  • Identifying the real pain points your ideal clients face (not the ones you think they have)
This isn't theory. This is the exact framework Rosemary has used with dozens of wealth management firms, family offices, and RIAs over 13 years to create marketing that drives sustained, intentional growth.
Want the Brand Roadmap Workbook? Download Here
Have questions about building your marketing foundation? We're here to help. Whether you're working through the Brand Roadmap on your own or wondering if you need support implementing it at your firm, reach out: hello@wealthmattersconsulting.com
Learn more: wealthmattersconsulting.com

What is The Wealth Marketing Podcast?

The Wealth Marketing Podcast (The Wealth Horizon Podcast) examines the trends, marketing practices and growth approaches shaping wealth management firms today. Hosted by Rosemary Denney, founder and CEO of Wealth Matters Consulting, the show features guest conversations and examples from the field that help financial advisors, RIAs and family offices strengthen client relationships and talk about their work without overcomplicating it.

As advisor marketing and online presence continue to influence how firms are seen, The Wealth Marketing Podcast offers support for wealth management professionals who want to improve visibility, communicate with purpose and keep their firms focused on the goals that guide their work.