Marketing Matchup
Marketing Matchup
Podcast Description
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.
Podcast Insights
Content Themes
The podcast focuses on financial marketing strategies, branding, and client acquisition with episodes that include discussions on advisor referrals, the role of data in marketing, and the evolution of branding in financial services.
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.
Justin Barish, Chief Marketing & Digital Officer at Lido Advisors, and Mindy Mackey, Marketing Manager at Carnegie Investment Counsel join us in the first episode of our new season of Marketing Matchup. Together they draw a solid line between RIA business growth and ambitious, long-term marketing strategies that speak to prospects’ actual lives and needs.
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