The Wealth Marketing Podcast

51% of the world's wealthiest families recognize succession as a significant risk to their family office — yet 86% still don't have a plan in place. That gap is exactly where the opportunity lies for advisors who know how to talk about it.In this episode of The Wealth Marketing Podcast, host Rosemary Denney sits down with Brian Hughes, President of Eton Advisors, to dissect the 2026 JP Morgan Global Family Office Report, a sweeping study of 333 single-family offices across 30 countries with an average net worth of $1.6 billion.Brian brings more than 30 years of experience across the family office landscape, including leadership roles at Pitcairn and Threshold Group (now AlTi Tiedemann), and shares firsthand observations on how the industry has transformed over two decades. Together, Rosemary and Brian uncover what this report really means for multi-family offices, RIAs and advisory firms that serve, or aspire to serve, ultra-high-net-worth families.Key insights:How the family office industry evolved from investment-only mandates to multi-generational, holistic models over the past 20 years65% prioritize AI investments, yet 57% have zero venture capital exposure, and 79% have no infrastructure allocation86% lack succession plans, and 51% recognize it as a significant continuity risk76% have engagement strategies in place, but 28% still cite heir unpreparedness as a top risk58% have operating businesses, and 41% cite internal conflict as a top three risk, nearly double non-business-owning peersMFOs increasingly serve SFOs by filling gaps in governance, succession and investment expertise that lean teams can't coverMost firm content focuses on markets and credentials, but families care about succession, governance, cybersecurity and family cohesion, and storytelling wins over service listingsCybersecurity (32%), family wealth education (31%), governance/succession support (27%) comprise the top service gapsKey Takeaway: This report makes clear that families are asking for more: more governance, more preparation for the next generation, more integration and more advisors who understand their complexity. The opportunity is massive for firms willing to shift their content and conversations from what they want to talk about to what families actually need to hear.Relevant Links:2026 JP Morgan Global Family Office Report: https://privatebank.jpmorgan.com/nam/en/insights/reports/2026-family-office-reportBrian Hughes on LinkedIn: https://www.linkedin.com/in/brianjdhughes/Eton Advisors: https://etonadvisors.com/Rosemary Denney on LinkedIn: https://www.linkedin.com/in/rosemarybdenney/Wealth Matters Consulting: https://www.wealthmattersconsulting.comThe UHNW Institute: https://www.uhnwinstitute.org

You've identified your ideal client. You've crafted your value proposition. You know your brand voice and your clients' pain points.Now what?This is where most firms stall. They have the foundation but no roadmap for execution.In Part 2 of our 2026 Marketing Kickoff, Rosemary shows you exactly how to translate your foundational work into a marketing plan that generates sustainable growth:Choosing the right content medium for YOUR audience (podcasts vs. white papers vs. webinars vs. video)Building a 12-month marketing calendar based on your clients' actual challenges—not what YOU want to talk aboutUnderstanding why content-based marketing strategies outperform advertising for wealth firmsKnowing what metrics matter (and what to do when your content isn't resonating)Avoiding the #1 mistake: talking about yourself instead of solving client problemsReal talk: It takes about a year to see significant traction. But the firms who commit to this approach see increased engagement across all channels, deeper client relationships and more qualified referrals.Download the Brand Roadmap Workbook: https://www.wealthmattersconsulting.com/brand-roadmap-workbook/Listen to Part 1 if you haven't yet: https://www.wealthmattersconsulting.com/blog/marketing-strategy-start-here/Ready to execute but need help? We get it—building the strategy is one thing, executing it consistently is another. If you're looking for a marketing partner who can help you implement your content calendar and stay consistent over time, let's talk: rbd@wealthmattersconsulting.com

Most wealth management firms jump straight into marketing tactics—launching podcasts, updating websites, posting on LinkedIn—without ever building the foundation that makes marketing work. In Part 1 of our 2026 Marketing Kickoff, Rosemary Denney walks you through the essential foundational work every firm needs before spending a dollar on marketing:Creating ideal client personas that go far beyond AUM (and why "high-net-worth individuals" isn't a target audience)Crafting a value proposition that's actually memorable and differentiates you in a crowded marketDefining your brand voice in 5 adjectives (and why this matters for every piece of content you create)Identifying the real pain points your ideal clients face (not the ones you think they have)This isn't theory. This is the exact framework Rosemary has used with dozens of wealth management firms, family offices, and RIAs over 13 years to create marketing that drives sustained, intentional growth.Want the Brand Roadmap Workbook? Download HereHave questions about building your marketing foundation? We're here to help. Whether you're working through the Brand Roadmap on your own or wondering if you need support implementing it at your firm, reach out: hello@wealthmattersconsulting.comLearn more: wealthmattersconsulting.com

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-makersPractical profile adjustments: Using the cover photo and headline effectivelyShifting your "About" section from a list of credentials to a service-led bioWhy authentic opinions outperform stock contentWhat types of content drive real engagement on LinkedInDetermining a sustainable posting frequency for a busy practiceA sensible approach to LinkedIn advertising and "boosted" postsWhen activity begins to build real trust and inquiriesThis 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 MarketingHost: Rosemary Denney, CEO, Wealth Matters ConsultingLinks & ResourcesConnect with Lyndsi Edgar on LinkedInhttps://www.linkedin.com/in/lyndsistaffordedgar/Learn more about eLuminate Marketinghttps://eluminatemarketing.com/Connect with Rosemary Denney on LinkedInhttps://www.linkedin.com/in/rosemarybdenney/Connect with Wealth Matters Consultinghttps://www.wealthmattersconsulting.comhttps://www.linkedin.com/company/wealth-matters-consulting

In this episode of The Wealth Horizon Podcast, Rosemary Denney talks with Brad Mook, Managing Director of Investments and Finance at Rosemont, about what RIA and wealth management M&A look like beneath the headlines. Brad breaks down how today's conversations have moved past "establishing a beachhead" into questions of scale, deal structure, and long-term succession. He also explains why advisory firms still need to return to the core of the work: serving clients well.Rosemary and Brad walk through situations where M&A can strengthen a firm, the moments when staying independent is the right answer and the cultural factors that shape whether a merger actually works. They cover the pressures that come with competing for ultra-high-net-worth clients, the warning signs that can stall a deal and the reason organic growth and a consistent marketing presence remain essential for firm health.In this episode, they discuss:What is fueling ongoing RIA and wealth management M&A activityHow headline momentum and peer pressure can push firms into deals that don't support their strategyWhen scale can improve client outcomes and when it creates new problemsThe people and culture considerations that influence whether two firms can operate well togetherHow to prepare years in advance for a sale, merger or internal transitionWhy organic growth, a strong online presence and consistent marketing still shape long-term stabilityLearn More About Brad Mook and Rosemont Website: https://www.rosemontinv.com LinkedIn: https://www.linkedin.com/in/bradmookPodcasts Mentioned:The Knowledge Project with Shane Parrish – https://fs.blog/knowledge-project-podcast/Don’t Get Fired by Ashby Monk & Daniel Adamson – available on Spotify and Apple PodcastsFund Selectors with Lucy Walker – available on Spotify and Apple PodcastsHack It Out Golf – https://podcasts.apple.com/us/podcast/hack-it-out-golf/id1543363295Strong Songs with Kirk Hamilton – https://strongsongspodcast.comThe Rosemont Roundtable – https://www.rosemontinv.com/rosemont-roundtableConnect with Wealth Matters Consulting Visit: https://www.wealthmattersconsulting.com Follow on LinkedIn: https://www.linkedin.com/company/wealth-matters-consulting Subscribe to The Wealth Horizon Podcast on YouTube: https://www.youtube.com/@wealthmattersconsulting?sub_confirmation=1

As more firms target UHNW families, the question isn't just how to reach them, it's also how to serve them profitably and well.In Part 2 of this Wealth Horizons Podcast Season 2 kickoff, Rosemary Denney continues her conversation with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, exploring what separates message from model as firms pursue UHNW clients.Jamie and Rosemary dig into the disconnect between public claims and operating reality, why "comprehensive, integrated, family office services" can read hollow, and where firms are actually investing to make the model real. They also explore the rise of mega-firms, relationship capital as a true business asset and how to scale without losing client intimacy.In Part 2, they cover:Relationship capital and its impact on loyalty, referrals and valueProtecting client intimacy as firms scaleWhen marketing outpaces operational realityWhat sets successful mega-firms apartInvesting in people and culture as UHNW prioritiesHow compensation and ownership drive behaviorVision and values as anchors for client trustIf your firm is weighing growth in the UHNW segment, this episode looks at the choices that determine whether the model holds up over time.Links & ResourcesAccess Jamie McLaughlin’s article A Cautionary Tale in Family Wealth ReportLearn more about J.H. McLaughlin & Co.Explore The UHNW InstituteSubscribe to The Wealth Horizon Podcast for future episodes

Firms across wealth management are eyeing the ultra-high-net-worth (UHNW) segment. The appeal is clear; the execution is not.In Part 1 of this two-part kickoff to Season 2 of The Wealth Horizon Podcast, Rosemary Denney talks with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, about the gap between marketing claims and operating reality.They discuss why margins often compress as firms “move up-market,” how pricing tied only to AUM breaks down and where outsourcing supports quality without losing primacy. The conversation also looks at compensation systems, ownership and “relationship capital” and why scale can threaten client intimacy if firms aren’t deliberate.In the episode, Rosemary and Jamie unpack:Why revenue grows but margins stall in UHNW service modelsWhere AUM fees fall short and retainers fit betterHow to work with outside experts without losing primacyWhy underused talent erodes profitabilityCollaboration vs. integration and why it mattersBuilding the next generation through mentoring and incentivesFor leaders looking to grow thoughtfully in the UHNW space, this conversation details what it takes to protect both quality and economics.Links & ResourcesAccess Jamie McLaughlin’s article “A Cautionary Tale” in The Family Wealth ReportLearn more about J.H. McLaughlin & Co.Explore The UHNW InstituteSubscribe to The Wealth Horizon Podcast on YouTube for future episodes

When it comes to regulatory risk, few areas are more visible, or more scrutinized, than marketing.In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by Ted McCutcheon, founder of Securities Law Counsel, to explore how registered investment advisors can communicate with confidence while staying in bounds with the SEC. With more than two decades of experience spanning enforcement, in-house roles and outsourced compliance, Ted offers a rare 360-degree view of what good marketing compliance actually looks like.Their conversation covers the most frequent missteps RIAs make: relying on outdated assumptions, using overly polished language or treating compliance as a separate function rather than a shared responsibility. Ted also breaks down the current SEC rules on testimonials, third-party rankings and performance advertising, clarifying what firms can do and where caution is still needed.Ted offers a practical perspective on how marketing and compliance can support one another when approached thoughtfully to help firms communicate clearly while minimizing regulatory risk.In the episode, Ted and Rosemary go over:Why compliance shouldn't be siloed, and how to integrate it across functionsHow to approach marketing materials without attracting regulatory scrutinyWhat's really allowed when it comes to testimonials, ratings and performance claimsWhere AI fits into the SEC's focus (and where it might be headed next)How to use the SEC's April 2024 Risk Alert as a practical guide for your teamThis episode offers clear guidance for advisors who want to communicate effectively without crossing regulatory lines, especially when developing websites, pitch materials or broader messaging.

What makes a great leader in today's multifamily office landscape? Strategy still counts, but the leaders making the biggest impact are also strong communicators, good listeners and thoughtful storytellers.In this episode of The Wealth Horizon Podcast, host Rosemary Denney of Wealth Matters Consulting sits down with Kristen Oliveri, senior family office advisor at The UHNW Institute and founder of Wealth Reimagined. With a background in financial journalism and over two decades of experience in the wealth management space, Kristen brings a people-centered approach to a constantly changing industry.Their conversation examines how leadership is responding to demographic shifts, growing generational divides and rising expectations from clients and team members. From succession planning and reverse mentorship to marketing in a digital-first world, Kristen shares what today's advisors need to understand and what tomorrow's leaders can't afford to overlook.In the episode, Kristen and Rosemary discuss:The modern traits of effective leadership in multifamily officesWhy EQ and communication are now non-negotiablesHow firms can adapt to serve women, next-gen clients and new wealth creatorsWhat marketing gets right, and wrong, about connecting with modern audiencesHow the most successful firms handle growth, succession and visibilityLessons from remarkable leaders who blend professional excellence with personal generosityFor advisors and executives dealing with growth, transitions or generational change, this episode offers a renewed take on what it means to lead with purpose.

In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by filmmaker, author and founder of StoryQ, Dr. Rick Stevenson, for a powerful conversation about the role of storytelling in family legacy, emotional intelligence and multi-generational wealth planning.With insights gained from more than 7,500 interviews across six continents, Rick explains how storytelling goes beyond connection. It's a way to spark reflection, deepen relationships and preserve wisdom. He also speaks directly to wealth advisors, with a reminder that, while numbers may be familiar territory, they rarely create lasting loyalty. As Rick puts it:"It's not the thing your client needs most, and it's not the thing that ultimately holds the client."Rick shares more insight during the episode, including:Why wisdom, not wealth, is the cornerstone of lasting family legacyHow StoryQ's method turns interviews into revelationWhat families gain when all generations have a voiceWhy emotional connection matters more than ever in advisor-client relationshipsHow legacy storytelling can shift the conversation and strengthen retentionThis episode is for anyone thinking about how to preserve more than just assets and how real connection, built through storytelling, helps families understand and carry forward what matters most.Learn more at storyq.com.

Joseph Reilly's name comes up often in family office circles and for good reason. As founder of Circulus Group and host of the Private Capital Podcast (ranked #5 globally among family office podcasts), Joe has created a space that combines intellectual content with professional connection.In this episode of The Wealth Horizon Podcast, Rosemary Denney, CEO of Wealth Matters Consulting and Joe Reilly discuss the profound impact podcasting can have in the wealth management industry and why it stands out as a unique medium for sharing knowledge and building connections.Joe reflects on the origins of his podcast, describing how a simple idea evolved into a respected platform for insightful, unscripted dialogue. Together, they examine how podcasting serves not only as a tool for knowledge sharing, but also as a powerful vehicle for building credibility, expanding professional networks and fostering authentic engagement in an increasingly digital landscape.In this episode you'll learn:How podcasting became an entry point for relationship building in the family office spaceWhy a clear audience and a strong point of view matter more than production bells and whistlesThe connection between intellectual content and credibility, and how it reshapes first meetingsWhy podcasting is a powerful tool in niche industries like wealth managementWhat advisors should keep in mind when starting out (including what not to overthink)For those thinking about starting a podcast or rethinking how they share their perspective, this episode offers a behind-the-scenes look at how meaningful content is made.

In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, talks with Naz Hassanein, founder of Worthy Circles, a Boston-based peer-to-peer networking group for professionals in the family office and UHNW advisory space. With over 25 years of industry experience, Naz shares the inside story of how and why she built a thriving community rooted in trust, authenticity and long-term relationship building.In this episode, you'll hear helpful insights on:How to grow your family office business through COI (Centers of Influence) marketing and why lasting results come from consistent effort, authentic communication and real connection.The two critical reasons someone refers business to you and how Worthy Circles is structured to nurture both.Practical, tactical strategies for building referral networks without the hard sell, from content co-creation to thoughtful follow-up practices.How peer networking groups can support talent acquisition in a hard-to-hire market by opening the door to greater visibility and genuine relationships.Why defining your niche and showing up as your authentic self are key differentiators in today's bespoke advisory world.If you're an advisor trying to crack the code on COI marketing—or just want to hear how one woman turned a powerful idea into a professional movement—this episode will provide clear ideas you can put into practice.

In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, sits down with Brian Hughes, president of Eton Advisors, for a conversation about what it takes to grow a modern advisory firm with clarity and discipline.With a long track record of guiding some of the industry's top wealth management teams, Brian shares what he's learned about scaling intentionally, offering his perspective on client engagement, team development and the smart use of digital tools. He also touches on the most common mistakes firms make when trying to grow too quickly or without a clear strategy.If you're building a boutique advisory practice or charting the next chapter for your multi-family office, this conversation offers perspective worth hearing.Key Topics Discussed in This Episode:1. Brian’s Journey to Eton AdvisorsBrian shares his background in the wealth management industry and the path that led him to his current role at Eton Advisors. He discusses the evolution of his career, the lessons he’s learned and how those experiences shape his approach to leadership and firm growth today.2. The Challenges of Firm GrowthScaling a wealth management firm isn’t just about getting more clients—it’s about having the right infrastructure in place. Brian and Rosemary discuss:The differences between organic growth (referrals, client retention and internal development) vs. inorganic growth (acquisitions, mergers and partnerships).Why firms struggle to scale effectively without a clear strategic plan.How key performance indicators (KPIs) play a critical role in tracking progress and making data-driven decisions.3. The Power of Digital Marketing and Thought LeadershipMarketing in the wealth management industry has changed dramatically. Brian emphasizes the importance of digital marketing, content creation and thought leadership as essential tools for growth. In this discussion, they cover:How firms can leverage content marketing to establish credibility.The role of social media, blogs and podcasts in client engagement.Why traditional sales tactics aren’t enough in today’s digital-first world.4. The Role of Scalability and Systems in GrowthMany advisors reach a plateau because they don’t have the right systems in place. Brian shares insights on how firms can:Build a scalable client service model that allows for sustainable growth.Leverage technology and automation to improve efficiency.Create repeatable processes that free up advisors to focus on client relationships.5. Common Pitfalls to Avoid in Wealth Management GrowthBrian and Rosemary discuss some of the biggest mistakes firms make, including:❌ Failing to track key performance indicators (KPIs) and flying blind.❌ Not having a defined growth strategy—relying too heavily on referrals without a proactive plan.❌ Neglecting client engagement and retention while focusing too much on new acquisitions.6. The Evolving Landscape of Client Acquisition and EngagementToday’s clients expect more from their financial advisors. The conversation highlights:The shift in client expectations and how firms can adapt.The importance of building authentic relationships through digital and in-person interactions.Why transparency and trust are more critical than ever in client communications.All episodes of The Wealth Horizon podcast are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere.

In honor of Women's Month this March, the inaugural episode of The Wealth Horizon Podcast features a special conversation with Mel Lagomasino, wealth management industry leader and chief executive officer & managing partner at WE Family Offices. Host Rosemary Denney, chief executive officer at Wealth Matters Consulting, sits down with Mel for a deep and insightful discussion about her career, the evolving role of women in finance and the future of wealth management.With over three decades of experience advising some of the world’s wealthiest families, Mel shares her personal journey—from immigrating from Cuba to leading major financial institutions like JP Morgan Private Bank. She reflects on how her early experiences shaped her passion for helping families navigate wealth transitions and make thoughtful financial decisions.Key takeaways from this episode include:The Importance of Listening in Wealth Management: How successful wealth advisors focus on genuinely understanding clients' needs, with women excelling in this aspect due to their ability to ask insightful questions and listen attentively.The Growing Role of Women in Financial Decision-Making: How women are increasingly becoming the primary financial decision-makers, and why wealth management firms need to engage and educate them more effectively.Career Advice for Women in Finance: Mel's advice for women in wealth management to embrace their natural strengths and follow their passions to unlock incredible opportunities.The Value of Diversity in Financial Teams: Why a diverse team, with a balance of seasoned advisors and younger, tech-savvy professionals, is essential to meet the complex needs of clients and adapt to an evolving industry.The Impact of Technology on Wealth Management: How AI and digital advancements will reshape the industry, but why the human element of personalized, relationship-driven advice will remain essential to successful wealth management.This conversation with Mel highlights the major shifts in wealth management—from the growing influence of women to the impact of technology. As the industry evolves, success will depend on embracing diversity, prioritizing relationships and empowering clients with knowledge. Mel's insights offer valuable lessons for women and anyone navigating the future of finance.All episodes of The Wealth Horizon podcast are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere.