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.
If you’ve ever wondered whether a podcast is worth the time, this episode is your honest answer.
In this conversation, Rosemary sits down with Kristin Twiford, VP of Brand and Strategic Partnerships at Nines, where she leads the Easemakers Podcast, a show built for estate managers, household staff and private service professionals serving ultra-high-net-worth families. Kristin shares exactly how she built Easemakers from the ground up, why structure is the secret to consistency and what surprised her most about the long-tail return of a well-built podcast.
What we cover:
- Why most podcasts stall after the first few episodes and the pre-launch decisions that prevent it
- How to structure interviews so guests share expertise instead of pitching their services
- The “what story do you want to tell” question every advisor should answer before recording episode one
- How a well-built podcast deepens trust with prospects, clients, and centers of influence
- Why podcasting opens partnership doors with adjacent service providers — estate attorneys, CPAs, insurance specialists, and more
- The evergreen content data that explains why podcast episodes keep earning listens years after publication
- What separates a podcast that builds a firm’s brand from one that fades after the initial push
Resources:
- Watch this episode on YouTube: https://youtu.be/47Vo3VbtM8w
- Wealth Matters Consulting website: https://www.wealthmattersconsulting.com/
- Connect with Rosemary Denney: https://www.linkedin.com/in/rosemarybdenney/
- Easemakers Podcast and Community: https://ninesliving.com/easemakers-community/
- Connect with Kristin Twiford on LinkedIn: https://www.linkedin.com/in/kristintwiford/
- Acquired Podcast (Kristin’s favorite): https://www.acquired.fm/
- Stop Asking Questions by Andrew Warner: https://www.amazon.com/Stop-Asking-Questions-High-Impact-Interviews/dp/1737676540
If this conversation gave you a clearer picture of what podcasting can do for your firm, subscribe wherever you listen, leave a review and share it with a colleague who’s been on the fence. We’d love to hear what resonated.
Email us at: [email protected]
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.