Wealthspire - In Crowd Podcast

Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice

Sandy Wiggins, CFP®, AIF® — Tue, 19 May 2026 09:00:00 GMT

In this episode of The In Crowd, Angela Giombetti sits down with Michele Welsh, CMO at Verdence Capital Advisors for an honest conversation about leadership, growth, and what it really takes to build a modern wealth management brand. Michele shares her perspective on navigating change in financial services and why community and collaboration matter more than ever for marketing leaders.

The Collective Effect: How Michelle Winkles Is Redefining CMO Leadership

Angela Giombetti — Thu, 26 Feb 2026 10:00:00 GMT

In this episode, Ang Giombetti chats with Michelle Winkles, CMO of Mission Wealth, about her journey to financial services and the spark that became the CMO Collective.

The Business of Storytelling: Ben Tanner and the Power of Narrative in Financial Brands

Angela Giombetti — Fri, 17 Oct 2025 09:00:00 GMT

Season 2 of the In Crowd podcast kicks off with Ben Tanner of the Rudin Group, whose passion for storytelling led to a successful career in financial services marketing.

Women & Wealth: Cary Carbonaro's Passion for Empowering Women

Angela Giombetti — Tue, 10 Jun 2025 09:00:00 GMT

In episode 7 of the In Crowd podcast, Ang talks to author, Cary Carbonaro, on her latest book - Women & Wealth - and her journey to becoming a champion for women and advisors who serve women clients.

Serendipity: Elizabeth Pizzinato's Journey from the Four Seasons to Wealth Management

Angela Giombetti — Wed, 12 Feb 2025 10:00:00 GMT

In episode 6 of the In Crowd podcast, Ang talks to Elizabeth Pizzinato, CMO of Newport Private Wealth based in Toronto and serving clients across Canada.

Owned & Earned: How Joe Anthony helped elevate the Finserv industry's growing need for great PR

Angela Giombetti — Mon, 09 Sep 2024 09:00:00 GMT

In episode 4 of the In Crowd podcast, Ang talks to Joe Anthony, President and Co-owner of Gregory FCA, an integrated, full-service PR and marketing agency that specializes in serving the financial services industry.

Home Grown: How Buffalo Built Helps Firms Escape the Sea of Sameness

Angela Giombetti — Mon, 17 Jun 2024 09:00:00 GMT

In episode 3 of the In Crowd podcast, Angela Giombetti visits with two awesome financial marketing creatives – Melissa and Steven Buffalohead of Buffalo Built Design. Learn more about the great work of Buffalo Built at https://buffalobuiltdesign.com/

Changing the Game: How Adam Cox's Personal Mission Drives His Work to Elevate the Financial Services Industry

Angela Giombetti — Mon, 20 May 2024 09:00:00 GMT

I am honored to sit down for a chat with Adam Cox, Executive Vice President and Chief Wealth Management Officer at The First National Bank of Sioux Falls. Learn more about Adam at fnbsf.com/our-team/adam-cox/ .

Millennial Girl: How April Rudin Changed the Game for the Financial Services Industry

Angela Giombetti — Fri, 12 Apr 2024 09:00:00 GMT

In episode 1 of the In Crowd podcast, Angela Giombetti chats with April Rudin, founder and CEO of The Rudin Group, which provides bespoke marketing services to some of the world’s leading wealth management firms, banks, RIA’s family offices and more since 2008. April is one of the OG disruptors in the industry and helped pioneer marketing for financial services.