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In Crowd

Hosted by Wealthspire Advisors · arts · EN-US

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About this Podcast:

In the financial services industry, marketers have long served behind the scenes. But today, RIAs, fintech companies, financial institutions, and custodians are recognizing the importance of marketing in driving organic and inorganic growth. Marketers often directly impact the voices, identities, and brands leading the industry and moving it forward. Here are the stories of the people behind the branding. Welcome to the In Crowd.

Pitch Analysis

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Contact path

Public web form

Booking probability

28%

Guest openness

Selective

80/100
Required Score

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Questions about In Crowd

What is In Crowd about?

In the financial services industry, marketers have long served behind the scenes. But today, RIAs, fintech companies, financial institutions, and custodians are recognizing the importance of marketing in driving organic and inorganic growth. Marketers often directly impact the voices, identities, and brands leading the industry and moving it forward. Here are the stories of the people behind the branding.

Who hosts In Crowd?

In Crowd is hosted by Wealthspire Advisors. The show has published 13 episodes to date.

What has In Crowd covered recently?

Recent episodes include "Finding Your Worth: Growth, Marketing & Leadership with Crystal Mathis of Mathis Growth Advisory" (10 August 2026, 31 minutes), "Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice" (19 May 2026, 30 minutes), and "The Trust Factor: Brian Thorp of Wealthtender on How Reviews, Reputation, and Brand Drive Growth" (23 March 2026, 33 minutes).

How often does In Crowd publish?

In Crowd publishes roughly every few months, with episodes averaging 32 minutes across 13 episodes.

How hard is it to get booked on In Crowd?

Booking probability for In Crowd is 28%, and the host is rated Selective on guests. In Crowd requires a Pod Score of 80 or higher. In Crowd's contact route on record: public web form.

Who should pitch In Crowd?

The strongest fits for In Crowd are Investing & Wealth Management and Marketing, Advertising & PR. In Crowd has an arts audience.

About the host

Wealthspire Advisors hosts In Crowd, an arts podcast with 13 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #6

    Finding Your Worth: Growth, Marketing & Leadership with Crystal Mathis of Mathis Growth Advisory

    Aug 10, 202631 minS2

    What does it take to find your worth and build a career that reflects it? Angela Giombetti sits down with Crystal Mathis of Mathis Growth Advisory to talk about the experiences that shaped her relationship with money...

  • Episode #5

    Building with Intention: Verdence Capital's Michele Welsh Talks Modern Marketing, AI, & Finding Your Voice

    May 19, 202630 minS2

    In this episode of The In Crowd, Angela Giombetti sits down with Michele Welsh, CMO at Verdence Capital Advisors for an honest conversation about leadership, growth, and what it really takes to build a modern wealth...

  • Episode #4

    The Trust Factor: Brian Thorp of Wealthtender on How Reviews, Reputation, and Brand Drive Growth

    Mar 23, 202633 minS2

    In this episode, Ang Giombetti talks to Brian Thorp, CEO and Editor in Chief at Wealthtender, on the evolution of advisor testimonials, branding and more. Wealthspire Advisors LLC and certain of its affiliates are...

  • In Crowd

    The Collective Effect: How Michelle Winkles Is Redefining CMO Leadership

    Feb 26, 202625 min

    In this episode, Ang Giombetti chats with Michelle Winkles, CMO of Mission Wealth on her journey to financial services and the spark that became the CMO Collective. Wealthspire Advisors LLC and certain of its affiliates...

  • In Crowd

    Finding Your Voice in the Crowd: Diana Cabrices on Building Influence, Culture, and Confidence

    Jan 26, 202634 min

    In this episode of the In Crowd Ang chats with Diana Cabrices on the power of presence, brand, and evangelism. Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026...

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  • Episode #1

    The Business of Storytelling: Ben Tanner and the Power of Narrative in Financial Brands

    Oct 17, 202536 minS2

    Season 2 of the In Crowd podcast kicks off with Ben Tanner of the Rudin Group, whose passion for storytelling led to a successful career in financial services marketing. Wealthspire Advisors LLC and certain of its...

  • Episode #7

    Women & Wealth: Cary Carbonaro's Passion for Empowering Women

    Jun 10, 202532 minS1

    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. Wealthspire...

  • In Crowd

    Serendipity: Elizabeth Pizzinato's Journey from the Four Seasons to Wealth Management

    Feb 12, 202540 min

    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. Wealthspire Advisors LLC and certain of its affiliates are...

  • Episode #5

    Embracing Legacy: Michelle Panzera's Approach to Marketing for an Evolving Industry

    Oct 28, 202433 minS1

    In episode 5 of the In Crowd podcast, Ang talks to Michelle Panzera, Director of Marketing at Evensky & Katz/Foldes Wealth Management. Wealthspire Advisors LLC and certain of its affiliates are separately registered...

  • In Crowd

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

    Sep 9, 202433 min

    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...

  • Episode #3

    Home Grown: How Buffalo Built Helps Firms Escape the Sea of Sameness

    Jun 18, 202425 minS1

    In episode 3 of the In Crowd podcast, Angela Giombetti chats with dynamic duo, Melissa and Steven Buffalohead of Buffalo Built Design Studio! Learn more about their work at https://buffalobuiltdesign.com/ Wealthspire...

  • Episode #2

    Changing the Game: How Adam Cox's personal mission drives his work to elevate the financial services industry

    Jun 5, 202428 minS1

    In episode 2 of the In Crowd podcast, Angela Giombetti chats with Adam Cox, Executive Vice President and Chief Wealth Management Officer at The First National Bank of Sioux Falls. He is also the host of a very popular...

  • Episode #1

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

    Apr 7, 202438 minS1

    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...

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