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.
Kayla Kennelly, Chief Growth Officer at Opal Wealth Advisors, and Martina Chisholm, Head of Marketing at Balentine, rank client reviews, earned media and industry rankings in the order they actually trust, and it’s not the order most firms invest in. Along the way, they tackle a question rarely asked out loud: why is marketing leadership in wealth management disproportionately female, and is that an edge the industry still underuses?
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