Marketing Matchup

Corey Kupfer, founder of Kupfer., PLLC, and Jessica Polito, founder of Turkey Hill Management, explore the ways in which organic growth, earnouts, and growth stories hinge on repeatable, fully integrated marketing efforts. Corey and Jessica explain where growth narratives break down, how marketing leaders increasingly enter the deal process, and what advisors misunderstand about preparing for a future transaction.

Samantha Allen, Executive Vice President of Marketing at Merit Financial Advisors, and Tyler Resh, Chief Growth Officer at SteelPeak Wealth, join Marketing Matchup for a deep conversation about linking marketing to growth. Samantha and Tyler explore the ways in which marketing teams can support the advisor as a local source of education and client empowerment, and how those efforts feed back into organic growth.

Tara Ryan, Partner and Chief Marketing Officer at Cerity Partners, and Rob Stella, Head of Marketing at Compound Planning, compare the efforts of two fast-growing RIAs building modern marketing engines. From scaling content across niche audiences to enabling advisors with repeatable systems to rethinking how prospects discover RIAs in an age of AI search, Tara and Rob break down what it really takes to support growth at velocity.

Meghan McCartan and Monique Kellerman, both free agents and accomplished marketing leaders in financial services, bring an unfiltered viewpoint to the gap between the growth goals of RIAs, and the resources aligned with the marketing teams responsible for quarterbacking that growth.

Daniel Gilmartin, Chief Marketing Officer of Catchlight, and Andrew Johnson, Co-Founder & CEO of Testimonial iQ, offer a wealthtech perspective on the journey from prospect to client, and how modern advisors are professionalizing their sales funnels.

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.