What is Wealth Matters Consulting?

Wealth Matters Consulting offers clear estate, tax, and financial planning, plus case studies, resources, and meeting support across 15 pages.

Let's Talk

Insights & Perspectives

Resources

Research, commentary, and field notes from the team shaping communications for wealth management firms—strategies, stories, and insights worth your time.

— Podcast

From Investments to Legacy: How UHNW Families Are Redefining What 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.

MAR 02, 202610 min read

More Headlines

— Social Media

LinkedIn for Advisors: How to Build Credibility, Consistency and Real ROI

DEC 18, 2025

— Podcast

PR 101: What Advisors Should Know Before Investing in Media

MAR 25, 2026

Podcast

16 Articles

— Podcast

Is Podcasting Worth It for Your Firm? With Kristin Twiford

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.

MAY 26, 2026

AI Visibility for Advisors: How to Get AI to Recommend Your Firm

APR 30, 2026

— Podcast

Exclusive: Marketing Strategy for Wealth Management Firms: Build Your Foundation First – Part 1

JAN 21, 2026

— Podcast

Marketing Strategy for Wealth Management Firms: Executing Your Marketing Plan – Part 2

JAN 28, 2026

— Podcast

Why PR Matters for Advisors Serving Ultra-High-Net-Worth Families

MAR 11, 2026

Social Media

4 Articles

— Social Media

What Should Advisors Post on Social Media?

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.

SEP 18, 2025

Social Media Strategies That Work: Insights from CEO Rosemary Denney

DEC 10, 2024

— Social Media

3 Min Marketer: How to Boost Your Content To Reach Your Ideal Target Audience

JUN 06, 2024

— Social Media

3 Minute Marketer: The Importance of Social Media

SEP 28, 2023

Brand Identity

28 Articles

— Brand Identity

The Art of Crafting Award-Winning Nominations

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.

SEP 04, 2025

Aligning Your Advisor Marketing with Your Growth Goals

SEP 25, 2025

— Brand Identity

3 Min Marketer – Developing a Robust Value Proposition

OCT 21, 2024

— Brand Identity

Is Your Website Janky? 5 Red Flags to Fix Now

JUN 20, 2025

— Brand Identity

Financial Advisors: 3 Ways to Show Up Online and Build Visibility and Credibility

NOV 07, 2025

Firm Communication

4 Articles

— Firm Communication

3 Minute Marketer: 4 Best Practices to Craft Your Marketing Budget for 2024

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.

DEC 14, 2023

3 Minute Marketer: The Crucial Relationship Between Marketing & Compliance

OCT 20, 2023

— Firm Communication

3 Minute Marketer: The Importance of Identifying Your Channels of Communication

NOV 16, 2023

— Firm Communication

3 Min Marketer Flash Update: Crisis Communication: Your Most Powerful Advisory Tool Right Now

APR 08, 2025

Content Marketing

34 Articles

— Content Marketing

Ask Me Anything – What Are the Best Ways To Measure Marketing Effectiveness?

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.

NOV 18, 2024

What's the Future of SEO in an AI-Driven World?

AUG 28, 2025

— Content Marketing

3 Min Marketer – Creating Content That Resonates with Your Clients

NOV 11, 2024

— Content Marketing

Ask Me Anything – Proven Tactic For Converting Prospects Into Clients

NOV 26, 2024

— Content Marketing

Ask Me Anything – How Can Wealth Management Firms Build a Strong Google Presence?

OCT 28, 2024

Email Marketing

2 Articles

— Email Marketing

3 Minute Marketer: 4 Ways to Market to Your Clients During the Holidays

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.

DEC 08, 2023

3 Min Marketer: Email Marketing is NOT Dead

MAY 10, 2024

In the News

9 Articles

— In the News

The Future of Wealth Management Marketing: Rosemary Denney in Family Wealth Report

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.

MAY 21, 2026

Client Website Wins Platinum at the 2023 dotCOMM Awards!

JUL 26, 2023

— In the News

WMC Clients in the Media: July 2023

AUG 01, 2023

— In the News

Rosemary Denney In Wealth Solutions Report – Mitigate M&A-Driven Client Attrition With Effective Communication

OCT 03, 2024

— In the News

Rosemary Denney In Financial Planning – Podcasts Are Helping Advisors Build Stronger Client Connections

FEB 07, 2025