In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
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In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
RIA+
42 minutes
1 year ago
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of the industry's top RIAs: Build you firm like your client is the architect. Verdence, one of the nations' fastest-growing RIAs, continues to invest in both talent and technology to build out and enhance its unique business model - while also making sure they deliver a high...
RIA+
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
