In the inaugural episode of Profit and Practice, host Max Holvik welcomes Angela Giombetti, the Chief Marketing Officer at Wealthspire. Angela is an award-winning marketing executive and is also the founder of ‘The In Crowd’ network. Having previously worked together at Private Ocean, Max and Angela reconnect to discuss the rapid evolution of RIA marketing over the past decade.

From the transition of printed physical newsletters to the frontier of AI-driven Answer Engine Optimization (AEO), Angela breaks down how marketing strategies must adapt as a firm grows from a boutique shop into a sizable enterprise. She shares actionable advice on balancing individual advisor brands with a cohesive corporate voice, navigating the SEC’s testimonial rules, managing M&A marketing integrations, and leveraging artificial intelligence to empower, rather than replace, your human marketing team

In this episode, we cover:

· The Evolution of RIA Marketing

· The Marketing "Sweet Spot" vs. Mega-RIA Complexity

· How to Drive True Organic Growth

· Balancing Advisor Personal Brands with the Enterprise Brand

· The Crucial Role of Marketing in M&A Integrations

· Navigating the SEC Testimonial Rule

· Common Digital Marketing Mistakes to Avoid

· AI: Empowering People, Not Replacing Them

Connect with Angela:

LinkedIn | https://www.wealthspire.com/

Every episode closes with the same question: what's the best piece of financial advice Angela has ever received? Listen to find out.

Connect with the Show:

Profit & Practice is hosted by Max Holvik, founder of The Advisor's CFO, a fractional CFO practice for wealth management firms.

TheAdvisorsCFO.com | LinkedIn