The Wealth Horizon
The Wealth Horizon
Podcast Description
The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences.
The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore future opportunities and prepare their firms for sustainable growth.
Podcast Insights
Content Themes
The podcast focuses on trends in wealth management, innovative marketing strategies, and business development practices with episodes like Women, Wealth and Leadership featuring leaders in finance discussing their career trajectories, the role of women in decision-making, and the influence of technology on wealth management.
The Wealth Marketing Podcast (The Wealth Horizon Podcast) examines the trends, marketing practices and growth approaches shaping wealth management firms today. Hosted by Rosemary Denney, founder and CEO of Wealth Matters Consulting, the show features guest conversations and examples from the field that help financial advisors, RIAs and family offices strengthen client relationships and talk about their work without overcomplicating it.
As advisor marketing and online presence continue to influence how firms are seen, The Wealth Marketing Podcast offers support for wealth management professionals who want to improve visibility, communicate with purpose and keep their firms focused on the goals that guide their work.
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
Disclaimer
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