<p>Recorded live at the RIA Edge conference in Los Angeles, Justin Barish, CMO of Lido Advisors, Michelle Winkles, Partner and CMO of Mission Wealth, Michele Welsh, CMO of Verdence Capital Advisors, and Daniel Gilmartin, CMO of Catchlight explore the role that AI plays in reshaping marketing in the RIA landscape.</p>

Recorded live at the RIA Edge conference in Los Angeles, Justin Barish, CMO of Lido Advisors, Michelle Winkles, Partner and CMO of Mission Wealth, Michele Welsh, CMO of Verdence Capital Advisors, and Daniel Gilmartin, CMO of Catchlight explore the role that AI plays in reshaping marketing in the RIA landscape.

AI-Powered Growth: Marketing Innovation For Modern RIAs (CMOs)

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.

Share AI-Powered Growth: Marketing Innovation For Modern RIAs (CMOs)

Sign up to save your podcasts

AI-Powered Growth: Marketing Innovation For Modern RIAs (CMOs)

AI-Powered Growth: Marketing Innovation For Modern RIAs (CMOs)