Firm Communication

Market volatility has surged, echoing the uncertainty we all experienced in 2020. Investors are hungry for answers. They're turning to their trusted advisors not only for financial guidance but for leadership, interpretation and calm.

March is Women's History Month. At Wealth Matters Consulting, this month holds special meaning—our firm was founded by a woman, is led by women and was built to create opportunities in an industry where female leadership remains underrepresented.

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 […]

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.

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.

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

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 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. […]

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 […]