HeyJaredMarketing Matchup
Marketing Matchup is a bold new podcast hosted by Joe Anthony, President and Owner of Gregory—one of the nation’s top 10 financial PR and marketing agencies.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 27, 2026
Latest episodes
Reviews, Rankings, and Investing In Trust (opens the original)
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Kayla Kennelly, Chief Growth Officer at Opal Wealth Advisors, and Martina Chisholm, Head of Marketing at Balentine, rank client reviews, earned media and industry rankings in the order they actually trust, and it's not the order most firms invest in. Along the way, they tackle a question rarely asked out loud: why is marketing leadership in wealth management disproportionately female, and is that an edge the industry still underuses?
If We Don't Tell Our Story, Someone Else Will (opens the original)
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Deana Lewis, Chief Marketing Officer at The Mather Group, and Maria Bethel, SVP of Brand Experience and Partnership Strategies at Axtella, join Marketing Matchup fresh off being named finalists for CMO of the Year at this year's Wealth Management Industry Awards. Both built their marketing functions from a department of one, and both bring insights into the way public relations has become table stakes for AI search visibility, and how each CMO should think about earning a bigger budget without o
How AI Is Disrupting Wealth Management Marketing — The Surprising Implications (opens the original)
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Stacey McKinnon, Partner, COO & CMO at Morton Wealth, and Matt Seitz, Chief Marketing Officer & Partner at Prosperity Capital Advisors, examine two opposite bets on where a firm's growth should live: with fifteen individual advisor brands, or one unified identity across seven firms. Along the way: why Morton ditched standing client meetings, how AI is already generating referrals for both firms, and where each CMO draws the line on ROI.
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