Join the InCrowd

A Community for Everyone

As marketers in financial services, we are resourceful, creative, and collaborative.

The In Crowd is an inclusive community of creatives that strives to connect virtually and in-person to share ideas and find solutions that help elevate our industry.

JOIN THE IN CROWD

What’s the In Crowd?

Angela Giombetti, Chief Marketing Officer for Wealthspire Advisors, shares more about how the In Crowd works and offers insight into the collaboration that empowers this unique community of marketers, creatives and growth engineers.

VIRTUAL MEETING:

Podcasting That Stands Out

Our next topic is trending – podcasts in the financial services industry have increased significantly. Join us and share your ideas on how to stand out! All are welcome.

JOIN US ON ZOOM

Future Topics Include

The Power of Personal Brand (Yours)
What’s Next for Digital Marketing?
Who wants to be first with a testimonial approach?

Upcoming Conferences

We can’t wait to connect with you in person to discuss all things marketing and growth acceleration!

Attending or speaking at an upcoming industry event? Let us know and we’ll organize a social gathering!

Join us at the following events:

SER Latin@ Advisor Summit, September 3-4, 2025
Future Proof Festival, September 7-10, 2025
RIA Edge Los Angeles, October 7-8, 2025
Digital Marketing for Financial Services (DMFS) NY Summit, November 6-7, 2025

June 10, 2025 Women & Wealth: Cary Carbonaro's Passion for Empowering Women

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.

February 12, 2025 Serendipity: Elizabeth Pizzinato's Journey from the Four Seasons to Wealth Management

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.

October 28, 2024 Embracing Legacy: Michelle Panzera's Approach to Marketing for an Evolving Industry

In episode 5 of the In Crowd podcast, Ang talks to Michelle Panzera, Director of Marketing at Evensky & Katz/Foldes Wealth Management.

September 09, 2024 Owned & Earned: How Joe Anthony helped elevate the Finserv industry's growing need for great PR

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.

June 17, 2024 Home Grown: How Buffalo Built Helps Firms Escape the Sea of Sameness

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/

May 20, 2024 Changing the Game: How Adam Cox's Personal Mission Drives His Work to Elevate the Financial Services Industry

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/.

April 12, 2024 Millennial Girl: How April Rudin Changed the Game for the Financial Services Industry

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.

The In Crowd Podcast

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Join the In Crowd today!

InCrowd is an initiative of Wealthspire Advisors.