You've identified your ideal client. You've crafted your value proposition. You know your brand voice and your clients' pain points.

Now what?

This is where most firms stall. They have the foundation but no roadmap for execution.

In Part 2 of our 2026 Marketing Kickoff, Rosemary shows you exactly how to translate your foundational work into a marketing plan that generates sustainable growth:

• Choosing the right content medium for YOUR audience (podcasts vs. white papers vs. webinars vs. video)
• Building a 12-month marketing calendar based on your clients' actual challenges—not what YOU want to talk about
• Understanding why content-based marketing strategies outperform advertising for wealth firms
• Knowing what metrics matter (and what to do when your content isn't resonating)
• Avoiding the #1 mistake: talking about yourself instead of solving client problems

Real talk: It takes about a year to see significant traction. But the firms who commit to this approach see increased engagement across all channels, deeper client relationships and more qualified referrals.

Download the Brand Roadmap Workbook: https://www.wealthmattersconsulting.com/brand-roadmap-workbook/

Listen to Part 1 if you haven't yet: https://www.wealthmattersconsulting.com/blog/marketing-strategy-start-here/

Ready to execute but need help? We get it—building the strategy is one thing, executing it consistently is another. If you're looking for a marketing partner who can help you implement your content calendar and stay consistent over time, let's talk: [email protected]

Most wealth management firms jump straight into marketing tactics—launching podcasts, updating websites, posting on LinkedIn—without ever building the foundation that makes marketing work. In Part 1 of our 2026 Marketing Kickoff, Rosemary Denney walks you through the essential foundational work every firm needs before spending a dollar on marketing:

• Creating ideal client personas that go far beyond AUM (and why "high-net-worth individuals" isn't a target audience)
• Crafting a value proposition that's actually memorable and differentiates you in a crowded market
• Defining your brand voice in 5 adjectives (and why this matters for every piece of content you create)
• Identifying the real pain points your ideal clients face (not the ones you think they have)

This isn't theory. This is the exact framework Rosemary has used with dozens of wealth management firms, family offices, and RIAs over 13 years to create marketing that drives sustained, intentional growth.

Want the Brand Roadmap Workbook? Download Here

Have questions about building your marketing foundation? We're here to help. Whether you're working through the Brand Roadmap on your own or wondering if you need support implementing it at your firm, reach out: [email protected]
Learn more: wealthmattersconsulting.com

LinkedIn is frequently under-utilized by advisors, often seen as a static resume rather than a tool for consistent communication.

In this episode of The Wealth Marketing Podcast, Rosemary Denney is joined by Lyndsi Edgar, CEO of eLuminate Marketing, to discuss how advisors can use the platform with more intention and less friction.

The conversation covers the practical side of maintaining a LinkedIn presence including the specific adjustments that can make a profile more client-focused and the reality of how often you actually need to post. Lyndsi shares her perspective on why LinkedIn is uniquely suited for professional services and how to avoid the "salesy" habits that often discourage advisors from using the platform.

What's discussed:

• Why LinkedIn is the primary channel for reaching high-level decision-makers
• Practical profile adjustments: Using the cover photo and headline effectively
• Shifting your "About" section from a list of credentials to a service-led bio
• Why authentic opinions outperform stock content
• What types of content drive real engagement on LinkedIn
• Determining a sustainable posting frequency for a busy practice
• A sensible approach to LinkedIn advertising and "boosted" posts
• When activity begins to build real trust and inquiries

This episode is a straightforward look at how RIAs and wealth advisors can build a professional reputation on LinkedIn through a steady, quality-focused process.

Guest: Lyndsi Edgar, CEO, eLuminate Marketing

Host: Rosemary Denney, CEO, Wealth Matters Consulting

Links & Resources

Connect with Lyndsi Edgar on LinkedIn

https://www.linkedin.com/in/lyndsistaffordedgar/

Learn more about eLuminate Marketing

https://eluminatemarketing.com/
Connect with Rosemary Denney on LinkedIn
https://www.linkedin.com/in/rosemarybdenney/

Connect with Wealth Matters Consulting

https://www.wealthmattersconsulting.com

https://www.linkedin.com/company/wealth-matters-consulting

In this episode of The Wealth Horizon Podcast, Rosemary Denney talks with Brad Mook, Managing Director of Investments and Finance at Rosemont, about what RIA and wealth management M&A look like beneath the headlines. Brad breaks down how today's conversations have moved past "establishing a beachhead" into questions of scale, deal structure, and long-term succession. He also explains why advisory firms still need to return to the core of the work: serving clients well.

Rosemary and Brad walk through situations where M&A can strengthen a firm, the moments when staying independent is the right answer and the cultural factors that shape whether a merger actually works. They cover the pressures that come with competing for ultra-high-net-worth clients, the warning signs that can stall a deal and the reason organic growth and a consistent marketing presence remain essential for firm health.

In this episode, they discuss:

• What is fueling ongoing RIA and wealth management M&A activity
• How headline momentum and peer pressure can push firms into deals that don't support their strategy
• When scale can improve client outcomes and when it creates new problems
• The people and culture considerations that influence whether two firms can operate well together
• How to prepare years in advance for a sale, merger or internal transition
• Why organic growth, a strong online presence and consistent marketing still shape long-term stability

Learn More About Brad Mook and Rosemont

 Website: https://www.rosemontinv.com

 LinkedIn: https://www.linkedin.com/in/bradmook

Podcasts Mentioned:

• The Knowledge Project with Shane Parrish – https://fs.blog/knowledge-project-podcast/
• Don’t Get Fired by Ashby Monk & Daniel Adamson – available on Spotify and Apple Podcasts
• Fund Selectors with Lucy Walker – available on Spotify and Apple Podcasts
• Hack It Out Golf – https://podcasts.apple.com/us/podcast/hack-it-out-golf/id1543363295
• Strong Songs with Kirk Hamilton – https://strongsongspodcast.com
• The Rosemont Roundtable – https://www.rosemontinv.com/rosemont-roundtable

Connect with Wealth Matters Consulting

 Visit: https://www.wealthmattersconsulting.com

 Follow on LinkedIn: https://www.linkedin.com/company/wealth-matters-consulting

 Subscribe to The Wealth Horizon Podcast on YouTube: https://www.youtube.com/@wealthmattersconsulting?sub_confirmation=1

As more firms target UHNW families, the question isn't just how to reach them, it's also how to serve them profitably and well.

In Part 2 of this Wealth Horizons Podcast Season 2 kickoff, Rosemary Denney continues her conversation with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, exploring what separates message from model as firms pursue UHNW clients.

Jamie and Rosemary dig into the disconnect between public claims and operating reality, why "comprehensive, integrated, family office services" can read hollow, and where firms are actually investing to make the model real. They also explore the rise of mega-firms, relationship capital as a true business asset and how to scale without losing client intimacy.

In Part 2, they cover:

• Relationship capital and its impact on loyalty, referrals and value
• Protecting client intimacy as firms scale
• When marketing outpaces operational reality
• What sets successful mega-firms apart
• Investing in people and culture as UHNW priorities
• How compensation and ownership drive behavior
• Vision and values as anchors for client trust

If your firm is weighing growth in the UHNW segment, this episode looks at the choices that determine whether the model holds up over time.

Links & Resources

• Access Jamie McLaughlin’s article A Cautionary Tale in Family Wealth Report
• Learn more about J.H. McLaughlin & Co.
• Explore The UHNW Institute
• Subscribe to The Wealth Horizon Podcast for future episodes

Firms across wealth management are eyeing the ultra-high-net-worth (UHNW) segment. The appeal is clear; the execution is not.

In Part 1 of this two-part kickoff to Season 2 of The Wealth Horizon Podcast, Rosemary Denney talks with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, about the gap between marketing claims and operating reality.

They discuss why margins often compress as firms “move up-market,” how pricing tied only to AUM breaks down and where outsourcing supports quality without losing primacy. The conversation also looks at compensation systems, ownership and “relationship capital” and why scale can threaten client intimacy if firms aren’t deliberate.

In the episode, Rosemary and Jamie unpack:

• Why revenue grows but margins stall in UHNW service models
• Where AUM fees fall short and retainers fit better
• How to work with outside experts without losing primacy
• Why underused talent erodes profitability
• Collaboration vs. integration and why it matters
• Building the next generation through mentoring and incentives

For leaders looking to grow thoughtfully in the UHNW space, this conversation details what it takes to protect both quality and economics.

Links & Resources

• Access Jamie McLaughlin’s article “A Cautionary Tale” in The Family Wealth Report
• Learn more about J.H. McLaughlin & Co.
• Explore The UHNW Institute
• Subscribe to The Wealth Horizon Podcast on YouTube for future episodes

When it comes to regulatory risk, few areas are more visible, or more scrutinized, than marketing.

In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by Ted McCutcheon, founder of Securities Law Counsel, to explore how registered investment advisors can communicate with confidence while staying in bounds with the SEC. With more than two decades of experience spanning enforcement, in-house roles and outsourced compliance, Ted offers a rare 360-degree view of what good marketing compliance actually looks like.

Their conversation covers the most frequent missteps RIAs make: relying on outdated assumptions, using overly polished language or treating compliance as a separate function rather than a shared responsibility. Ted also breaks down the current SEC rules on testimonials, third-party rankings and performance advertising, clarifying what firms can do and where caution is still needed.

Ted offers a practical perspective on how marketing and compliance can support one another when approached thoughtfully to help firms communicate clearly while minimizing regulatory risk.

In the episode, Ted and Rosemary go over:

• Why compliance shouldn't be siloed, and how to integrate it across functions
• How to approach marketing materials without attracting regulatory scrutiny
• What's really allowed when it comes to testimonials, ratings and performance claims
• Where AI fits into the SEC's focus (and where it might be headed next)
• How to use the SEC's April 2024 Risk Alert as a practical guide for your team

This episode offers clear guidance for advisors who want to communicate effectively without crossing regulatory lines, especially when developing websites, pitch materials or broader messaging.

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.

In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by filmmaker, author and founder of StoryQ, Dr. Rick Stevenson, for a powerful conversation about the role of storytelling in family legacy, emotional intelligence and multi-generational wealth planning.

With insights gained from more than 7,500 interviews across six continents, Rick explains how storytelling goes beyond connection. It's a way to spark reflection, deepen relationships and preserve wisdom. He also speaks directly to wealth advisors, with a reminder that, while numbers may be familiar territory, they rarely create lasting loyalty. As Rick puts it:

"It's not the thing your client needs most, and it's not the thing that ultimately holds the client."

Rick shares more insight during the episode, including:

• Why wisdom, not wealth, is the cornerstone of lasting family legacy
• How StoryQ's method turns interviews into revelation
• What families gain when all generations have a voice
• Why emotional connection matters more than ever in advisor-client relationships
• How legacy storytelling can shift the conversation and strengthen retention

This episode is for anyone thinking about how to preserve more than just assets and how real connection, built through storytelling, helps families understand and carry forward what matters most.

Learn more at storyq.com.

Joseph Reilly's name comes up often in family office circles and for good reason. As founder of Circulus Group and host of the Private Capital Podcast (ranked #5 globally among family office podcasts), Joe has created a space that combines intellectual content with professional connection.

In this episode of The Wealth Horizon Podcast, Rosemary Denney, CEO of Wealth Matters Consulting and Joe Reilly discuss the profound impact podcasting can have in the wealth management industry and why it stands out as a unique medium for sharing knowledge and building connections.

Joe reflects on the origins of his podcast, describing how a simple idea evolved into a respected platform for insightful, unscripted dialogue. Together, they examine how podcasting serves not only as a tool for knowledge sharing, but also as a powerful vehicle for building credibility, expanding professional networks and fostering authentic engagement in an increasingly digital landscape.

In this episode you'll learn:

• How podcasting became an entry point for relationship building in the family office space
• Why a clear audience and a strong point of view matter more than production bells and whistles
• The connection between intellectual content and credibility, and how it reshapes first meetings
• Why podcasting is a powerful tool in niche industries like wealth management
• What advisors should keep in mind when starting out (including what not to overthink)

For those thinking about starting a podcast or rethinking how they share their perspective, this episode offers a behind-the-scenes look at how meaningful content is made.