How to Win Your First Meeting With an UHNW Family QK

Three common mistakes can undermine an UHNW prospect meeting before it truly begins. Learn how to create a more personalized, trusted, and effective first conversation.

A conversation with Zak Ali on what AI search means for wealth management firms, where visibility and trust come from, and how to begin without chasing hype.

The way UHNW families choose an advisor has changed. Referrals alone no longer reach the families you want—more of them are searching online and asking AI before they ever pick up the phone.

Kristin Twiford, VP of Brand and Strategic Partnerships at Nines, shares exactly how she built the Easemakers Podcast from the ground up—and why structure is the secret to consistency.

Family Wealth Report published a feature interview with our founder and CEO, Rosemary Denney, on how RIAs, multi-family offices, and independent wealth firms are operating through an industry in transition.

If your firm isn't showing up in AI-generated answers, you may already have some catching up to do. Rosemary tackles the #1 question she hears from advisors right now.

Rosemary sits down with PR specialist Mary Victoria to cut through the jargon and walk through the core PR terms every wealth advisor should know.

When an ultra-high-net-worth family is evaluating whether to trust you with their wealth, one of the first things they do is research you. What comes up matters.

Rosemary sits down with Brian Hughes, President of Eton Advisors, to break down the 2026 JP Morgan Global Family Office Report—an extensive study of 333 single-family offices across 30 countries.

You've identified your ideal client. You've crafted your value proposition. You know your brand voice and your clients' pain points. Now what? This is where most firms stall. They have the foundation but no roadmap for execution. In Part 2 of our 2026 Marketing Kickoff, Rosemary shows you exactly how to translate your foundational work […]

You've identified your ideal client. You've crafted your value proposition. Now what? This is where most firms stall—they have the foundation but no roadmap for execution.

Most wealth management firms jump straight into marketing tactics such as launching podcasts, updating websites, posting on LinkedIn, without ever building the foundation that makes marketing work. In Part 1 of our 2026 Marketing Kickoff, Rosemary Denney walks you through the essential foundational work every firm needs before spending a dollar on marketing: This isn't theory. […]

Most wealth management firms jump straight into marketing tactics without ever building the foundation that makes marketing work. In Part 1, Rosemary walks you through the essential foundational work.

LinkedIn is often misunderstood. For many advisors, the platform feels noisy or overly sales-driven. Rosemary spoke with Lyndsi Edgar, CEO of eLuminate Marketing, to discuss why LinkedIn remains a primary channel.

If you're like most advisory firms, you've spent the year writing commentary, recording videos, posting on LinkedIn and sending email updates. The next step is understanding what kind of impact that work had.

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.

Referrals are still the foundation of growth for most financial advisors. But in today's digital world, that referral is rarely the finish line—it's where a prospect's research begins.

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. Rosemary continues her conversation with Jamie McLaughlin.

If you wouldn't show up to a client meeting in a hoodie and sweats, why let your digital presence look that way? 96% of prospects Google you before reaching out, even if they were referred.

Firms across wealth management are eyeing the ultra-high-net-worth (UHNW) segment. The appeal is clear; the execution is not. Rosemary talks with Jamie McLaughlin about the gap between marketing claims and operating reality.

As summer winds down, many advisors are asking a fair question: There's so much I could be doing in marketing, but what should I actually focus on to move the needle?

One of the most frequent questions we hear from advisors: What should I actually post on social media? Your channels need a mix of content that builds credibility, shows culture and provides value.

Google Ads can absolutely work for lead generation in wealth management, but they're not a plug-and-play solution. Most ad campaigns fail not because of the ads themselves, but because of what's missing from the beginning.

It's Award Season, and awards can provide validation in the marketplace, boost team morale and strengthen relationships with clients. Here's how to approach nominations with the right strategy.

It's tempting to think SEO is yesterday's news—after all, aren't people asking ChatGPT for answers now instead of Googling? But discovery is still happening online, and the way your firm shows up matters more than ever.

It's not always easy to spot from the inside, but when you're the one visiting… you know it instantly. A janky website sends the wrong message in less than five seconds.

When it comes to regulatory risk, few areas are more visible, or more scrutinized, than marketing. Rosemary is joined by Ted McCutcheon, founder of Securities Law Counsel, to explore how RIAs can communicate with confidence.

What makes a great leader in today's multifamily office landscape? Strategy still counts, but the leaders making the biggest impact are also strong communicators, good listeners and thoughtful storytellers.

With over ten years of experience in the industry, we've seen that hosting small, personalized events for clients and prospects is highly effective. These intimate gatherings allow for real, human connections.

Understanding what's working and what could use some adjustments is crucial for sustainable growth. Here's a closer look at the metrics that can guide you.

Why isn't anyone engaging with your content? It often comes down to this: the topics simply aren't connecting with your audience. Focus on what your clients genuinely care about.

When it comes to improving your search ranking on Google, a cohesive, consistent strategy makes all the difference. Let's break down some core principles that make an impact.

Defining a clear value proposition for wealth advisory firms has become increasingly challenging. As service expectations expand, firms need to offer more than just wealth planning.

Wealth Matters CEO Rosemary Denney was featured in Wealth Solutions Report discussing growth-by-M+A communications.  The article discusses how wealth advisors can mitigate client attrition during mergers and acquisitions (M&A) through effective communication. During such changes, clients may feel uncertain about the firm’s commitment to their needs, which can lead to dissatisfaction and a desire to […]

Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With […]

Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With […]

Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With […]

AI can be a tool to boost efficiency, speed up workflows and provide valuable insights. While AI won't replace human touch, it can greatly enhance your marketing efforts.

Content is key and it's here to stay! Rosemary reveals the connection between good content and critical public relations exposure, including how it can open doors to publications like Bloomberg and CNBC.

Wealth management is constantly changing, so establishing a standout brand has never been more crucial. How can your brand rise above the noise and genuinely connect with your target audience?

Email is DEAD… or is it? In today's digital environment, you might prematurely declare the death of email marketing. However, email marketing remains an essential asset for professionals.

Rosemary breaks down which publications are most impactful when thinking about your Public Relations strategy, providing three different types of publications and different use cases for each one.

Rosemary takes you into why we think video is a compelling medium for content production, giving three reasons why creating videos for your brand is important.

Rosemary takes you back into the world of podcasting and offers five simple steps to starting your own podcast.

Rosemary unpacks the essentials of podcasting, a powerful medium for broadening your audience, strengthening rapport and enhancing online visibility.

Rosemary talks about the power of using hashtags as a fundamental tool for enhancing searchability and connecting with a larger audience.

Rosemary talks about the importance of using Public Relations (PR) in the wealth management industry in the form of financial press.

Rosemary addresses building a personal brand, providing three actionable steps to bolster your brand by leveraging your company's brand.

One of the top marketing trends we are seeing in 2024 is authenticity. Rosemary explains what authentic marketing means and offers three valuable tips.

Rosemary unravels the game-changing impact of Artificial Intelligence (AI) on the marketing landscape for 2024, focusing on three key reasons to integrate AI.

Rosemary explains the trends shaping the landscape of wealth management marketing, drawing from the 2024 Marketing Trends report by Brandwatch.

The holiday season is the ideal time to create a marketing budget for the year ahead. Rosemary offers four best practices to craft your marketing budget.

The holidays are typically our busiest time of year. Rosemary gifts you four easy ways to market to your firm before the end of the year.

We cannot stress the importance of creating a well-thought-out content calendar. A set cadence of content for the entire year makes marketing easier and more successful.

Once you develop your ideal client profile, it is time to identify the best communication channels to reach them. Rosemary explains the importance of a multi-channel approach.

Before you start any marketing plan, you must know who you are marketing to. Rosemary explains how you can develop your ideal client profile.

With the holiday season rapidly approaching, Rosemary helps you find out how to kickstart your 2024 marketing and outreach plan.

Content can be an invaluable way to let your clients and prospects know you understand their financial fears and have the strategies to help solve them.

In wealth management, if your marketing strategy does not follow compliance regulations, it can cost you. Rosemary explores the relationship between marketing and compliance.

While AI is certainly not the end-all, be-all of content production, Rosemary explores how this tool can act as an efficient starting place for wealth management firms.

While the stock market soared throughout the summer, investor worries returned this month, and the financial media turned to Wealth Matters Consulting clients for their expert insights.

Rosemary shares the significance of expanding your brand presence on social media platforms and why it's a pivotal marketing strategy for your firm's growth.

Rosemary shares easy ways to establish a personal brand, including sharing timely content, attending events, and more.

Rosemary shares why she considers Public Relations (PR) to be the single most important marketing activity for growing firms.

Rosemary shares vital wealth management marketing tips during awards season, providing five key reasons why you should prioritize awards in your marketing strategy.

With the labor market cooling and taking pressure off policymakers concerned with stubborn inflation, the financial media spoke with Wealth Matters Consulting clients for their expert insights.

Why awards are a vital component of your wealth management firm's marketing strategy—and how to incorporate them into your communications.

In the financial sector, July proved to be an intriguing month, culminating in yet another rate hike. Wealth Matters Consulting clients were busy speaking to the media.

The website we designed for Trust Company of the South has achieved a significant milestone by winning the prestigious "Platinum Award" for Finance Websites at the 2023 dotCOMM Awards!

The recently released Financial Advisor Magazine 2023 RIA ranking has shed light on the challenges faced by RIA firms during a turbulent year in the markets.

In the competitive landscape of wealth management, establishing a personal brand has become increasingly crucial for executives. A strong personal brand can differentiate you from the crowd.

Our very own Lexi Nahl has earned a well-deserved spot on Qwoted's prestigious "Top 100 in PR" list. This recognition highlights Lexi's exceptional skills, dedication and expertise in the field of public relations. Join us as we celebrate Lexi's remarkable achievement and the impact she has made as part of our outstanding PR team. Furthermore, […]

Amid the recent pause in rate hikes, cooling inflation and economic uncertainty, Wealth Matters Consulting clients were sought after by the financial media for their expert insights. They covered a wide range of topics, including the latest trends in private equity, the opportune moment to hold ETFs, the enduring allure of gold and much more. […]

In the rapidly evolving world of wealth management, effective marketing is key to attracting and converting leads into valuable clients. To drive business development and establish your firm as a leader in the industry, it's essential to implement strategies that go beyond marketing basics. But we know that marketing is not enough. It is critical […]

Amid the recent debt ceiling negotiations, cooling inflation and economic uncertainty, the financial media turned to Wealth Matters Consulting clients for expert insights into a wide range of topics this month. Client interview topics included the latest trends in cryptocurrency, how to manage fixed income investment risk and more. Clients spoke to publications including U.S. […]

Printed collateral still creates a tangible, high-touch brand experience that helps wealth management firms demonstrate quality, credibility, and attention to detail.

Wealth Matters Consulting is thrilled to announce the success of our clients at the highly acclaimed Family Wealth Report Awards, which celebrates its 10th anniversary this year. These awards are the most prestigious and highly sought-after accolades in the wealth management industry, recognizing outstanding performance, innovation, and excellence. Wealth Matters Consulting is honored to represent several […]

As a wealth management firm, your primary objective is to manage your clients' assets and provide them with the best possible investment advice, along with maintaining a trusted advisor relationship. While this is undoubtedly crucial to the success of your business, there are additional, no less critical, aspects to building trust in those relationships. In […]

Amid the ongoing market volatility, banking crisis and overall economic uncertainty, the financial media looked to Wealth Matters Consulting clients for expert insights into a wide range of topics — from current trends in M&A to the collapse of SVB and the future of cryptocurrencies. Clients spoke to top-tier publications with large audiences, including Bloomberg […]

Key Takeaways Building a strong brand identity is necessary for wealth management businesses to differentiate themselves in a crowded market, create loyalty and trust, and pave the way for growth Identifying your differentiators is critical – your unique service model, client profile and investment philosophy The basic elements of a brand include messaging, characteristics, voice […]

Since the onset of the COVID-19 pandemic, our professional lives have changed dramatically. Going into the office full-time is seemingly in the past and most in-person social interactions and networking opportunities have disappeared. As a result, financial advisors have to rethink their entire marketing strategy and explore new methods to create opportunities to build […]

It has been nearly a year since the COVID-19 pandemic forced businesses to cancel all in-person events, leaving a hole in many firms’ business development strategies. With restrictions still in place for the foreseeable future, it is essential for your firm to continue planning and hosting digital events to engage with clients and […]

During a normal year, the winter season is an ideal time to host events that can help generate leads and build relationships for your firm – and this still rings true during the very abnormal year that is 2020. While in-person gatherings are currently not an option, your firm can still reap many of the […]

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COVID-19 has affected financial advisors in countless ways, including how they communicate with clients and prospects. To learn more about the pandemic’s impact on advisors’ communication strategies, Financial Advisor Magazine recently spoke with Wealth Matters Consulting President and Chief Brand Strategist Rosemary Denney. “Advisors who had a well-developed message before the pandemic made the flip […]

In times of crisis, people become oversaturated and overwhelmed with information, leaving most people uneasy, confused and often misinformed. The current coronavirus pandemic is no different. Wealth advisors are in a unique position to serve as a source of reliable, relevant information for client families, and build stronger relationships by calming fears and […]

With the coronavirus raging on, more people are stuck at home and in front of their screens than ever before. People’s reliance on the digital world is rapidly growing – and the need to appear on the first page of Google is growing with it. A staggering 93% of online experiences begin with a search engine, […]

As the COVID-19 epidemic began to take shape at the beginning of the year, few knew the impact it would have on our daily lives. Fast forward to March, and it quickly became reality as businesses began to close, travel began to dwindle, and high-profile annual events were postponed or canceled entirely. In just two […]

As the COVID-19 pandemic and economic turmoil continues to rage across the country, it is essential for financial advisors to clearly and frequently communicate with their clients. To learn more about communication with clients during this critical time, Financial Advisor Magazine recently spoke with Wealth Matters Consulting President and Chief Brand Strategist Rosemary Denney. According […]

It’s no secret that we are in the midst of an international crisis. But as the coronavirus pandemic and economic turmoil rage on, there is no better time for financial firms to take their marketing to the next level. In a recent article published by Financial Executives International, Wealth Matters Consulting President and Chief Brand […]

Rosemary Denney recently shared her wealth management marketing, communication and public relations expertise as a featured speaker at Family Wealth Alliance’s 10th Annual Alliance Summit in Phoenix, Arizona. The Summit, which took place February 3-5, is an exclusive gathering of c-suite executives in the family wealth industry, where they meet to strategically address industry challenges and opportunities. […]

Brand consistency is a crucial factor to the awareness, reputation and success of wealth management firms. Unfortunately, maintaining a consistent identity across all materials and channels presents many challenges. For example, outdated materials and logos may get used, requests might be sent for assets that have already been produced, and what should be a quick […]

Ever since the development of social media, its usage has posed serious threats for high-net-worth families. For example, an Instagram post on a vacation with the GPS tag can put a wealthy family member at risk of being kidnapped for ransom. Or, a hacker can gain access to an heiress’s email account and send fraudulent […]

Despite the concrete evidence that social media can serve as a powerful marketing tool to increase brand recognition and build relationships with prospects, many firms avoid social media because they fear their online activity could pose a compliance risk. While there are certainly regulatory restrictions to be aware of, it is absolutely possible to use […]

With a new year comes new opportunities for success. However, if your firm is hoping to achieve great success throughout 2019 and beyond, we recommend that you make some wealth management marketing resolutions. Whether your focus is on retaining your current clients or obtaining new ones, starting the year off with clear marketing objectives can […]

Seven steps to create effective content marketing that helps financial advisors stand out and build lasting client relationships.

Inevitably, around this time of year we are flooded with requests from advisors in a panic over what to give their clients for holiday gifts. Many times, we have to talk them out of “gifts” like logo wine glasses, logo coffee mugs or calendars. It is very important that the gift does not come across […]

“IF YOU DON’T SHOW UP ON GOOGLE, THEN YOU DON’T EXIST.” I’m not sure who first spoke those wise words but they were right. In wealth management marketing, a website is one of the most critical pieces of collateral in an advisor’s arsenal. It can serve as: a widely available and dynamic brochure to describe […]

Last month the United Kingdom voted to break away from the European Union, resulting in dramatic swings in the global markets. Investors on both sides of the pond experienced anxiety, and the financial media only made matters worse by playing on those fears. The market recovered shortly thereafter but many investors were left wondering, “What […]