
Sign up to save your podcasts
Or


In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing - within their respective firms. Michele, Tyler and Michelle also shared their top marketing priorities of 2025, while previewing what will be in focus for 2026. This episode is a must-listen for any RIA trying to figure out how to 'crack the code' and drive consistent, high-quality organic growth across their organization.
By Mark Bruno5
11 ratings
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing - within their respective firms. Michele, Tyler and Michelle also shared their top marketing priorities of 2025, while previewing what will be in focus for 2026. This episode is a must-listen for any RIA trying to figure out how to 'crack the code' and drive consistent, high-quality organic growth across their organization.

2,169 Listeners

2,679 Listeners

935 Listeners

277 Listeners

796 Listeners

2,026 Listeners

456 Listeners

2,113 Listeners

247 Listeners

1,560 Listeners

111 Listeners

446 Listeners

10 Listeners

131 Listeners

653 Listeners