Marketing in wealth management isn’t a playbook; it’s a moving target.
In this episode, Potomac’s CMO Christopher Norton and Wealthspire’s CMO Angela Giambetti get real about leadership, marketing chaos, and figuring it out as you go. They talk imposter syndrome, AI overload, generational talent gaps, and the uncomfortable moments that separate good teams from great ones.
Angela and Christopher speak to key challenges facing advisory firms today: building authentic brands, overcoming marketing inertia, measuring what truly matters, and maintaining creativity within compliance-driven environments.
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