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/lindseystaffordedgar/

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

https://www.wealthmattersconsulting.com

https://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 activity
• How headline momentum and peer pressure can push firms into deals that don't support their strategy
• When scale can improve client outcomes and when it creates new problems
• The people and culture considerations that influence whether two firms can operate well together
• How to prepare years in advance for a sale, merger or internal transition
• Why organic growth, a strong online presence and consistent marketing still shape long-term stability

Learn More About Brad Mook and Rosemont

Website: https://www.rosemontinv.com

LinkedIn: https://www.linkedin.com/in/bradmook

Podcasts 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 Podcasts
• Fund Selectors with Lucy Walker – available on Spotify and Apple Podcasts
• Hack It Out Golf – https://podcasts.apple.com/us/podcast/hack-it-out-golf/id1543363295
• Strong Songs with Kirk Hamilton – https://strongsongspodcast.com
• The Rosemont Roundtable – https://www.rosemontinv.com/rosemont-roundtable

Connect 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 value
• Protecting client intimacy as firms scale
• When marketing outpaces operational reality
• What sets successful mega-firms apart
• Investing in people and culture as UHNW priorities
• How compensation and ownership drive behavior
• Vision and values as anchors for client trust

If 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 & Resources

• Access Jamie McLaughlin’s article A Cautionary Tale in Family Wealth Report
• Learn more about J.H. McLaughlin & Co.
• Explore The UHNW Institute
• Subscribe to The Wealth Horizon Podcast for future episodes