What makes a great leader in today's multifamily office landscape? Strategy still counts, but the leaders making the biggest impact are also strong communicators, good listeners and thoughtful storytellers.
In this episode of
The Wealth Horizon Podcast, host Rosemary Denney of
Wealth Matters Consulting sits down with
Kristen Oliveri, senior family office advisor at
The UHNW Institute and founder of
Wealth Reimagined. With a background in financial journalism and over two decades of experience in the wealth management space, Kristen brings a people-centered approach to a constantly changing industry.
Their conversation examines how leadership is responding to demographic shifts, growing generational divides and rising expectations from clients and team members. From succession planning and reverse mentorship to marketing in a digital-first world, Kristen shares what today's advisors need to understand and what tomorrow's leaders can't afford to overlook.
In the episode, Kristen and Rosemary discuss:
- The modern traits of effective leadership in multifamily offices
- Why EQ and communication are now non-negotiables
- How firms can adapt to serve women, next-gen clients and new wealth creators
- What marketing gets right, and wrong, about connecting with modern audiences
- How the most successful firms handle growth, succession and visibility
- Lessons from remarkable leaders who blend professional excellence with personal generosity
For advisors and executives dealing with growth, transitions or generational change, this episode offers a renewed take on what it means to lead with purpose.
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.