<p>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. </p>

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.

Real Talk About Your Marketing Strategy

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.

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Real Talk About Your Marketing Strategy

Real Talk About Your Marketing Strategy