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.
AI is changing how people search. But what does that actually mean for wealth management firms?
In this episode of The Wealth Marketing Podcast, Rosemary Denney sits down with Zak Ali, founder of Creative Advisor, to separate what’s real from what’s hype when it comes to AI search.
They talk about the shift away from traditional SEO, what ChatGPT and Google actually know about your firm, and why PR, earned media and the people behind your brand are becoming increasingly important to how firms get found and build trust.
They also get into the bigger marketing questions AI hasn’t changed. How do you create content people actually want? How do you measure ROI when your sales cycle can take months or years? And where should a firm start when there’s a new AI marketing tool or tactic seemingly every week?
In this episode:
- What ChatGPT and Google know about your firm
- SEO, AEO and GEO, and what actually matters
- Why producing more content isn’t necessarily the answer
- The connection between PR, reputation and search
- Why advisor and employee voices matter
- How to think about attribution over a long sales cycle
- Where firms can start without investing in another expensive platform
You don’t need to become an AI expert to start thinking differently about search. You just need to understand how your firm shows up and where there may be opportunities to show up better.
RESOURCES
- Visit Wealth Matters Consulting
- Connect with Rosemary Denney
- Connect with Zak Ali
- Learn more about Creative Advisor
Disclaimer
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