What Marketing Leadership Really Looks Like in Wealth Management

Marketing in wealth management isn’t a playbook; it’s a moving target.    In this episode, Potomac’s CMO Christopher Norton and Wealthspire’s CMO Angela Giambetti get real about leadership, marketing chaos, and figuring it out as you go. They talk imposter syndrome, AI overload, generational talent gaps, and the uncomfortable moments that separate good teams from great ones.    Angela and Christopher speak to key challenges facing advisory firms today: building authentic brands, overcoming marketing inertia, measuring what truly matters, and maintaining creativity within compliance-driven environments.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures PFM-212-20260626 Hosted on Acast. See acast.com/privacy for more information.