You've identified your ideal client. You've crafted your value proposition. You know your brand voice and your clients' pain points.

Now what?

This is where most firms stall. They have the foundation but no roadmap for execution.

In Part 2 of our 2026 Marketing Kickoff, Rosemary shows you exactly how to translate your foundational work into a marketing plan that generates sustainable growth:

• Choosing the right content medium for YOUR audience (podcasts vs. white papers vs. webinars vs. video)
• Building a 12-month marketing calendar based on your clients' actual challenges—not what YOU want to talk about
• Understanding why content-based marketing strategies outperform advertising for wealth firms
• Knowing what metrics matter (and what to do when your content isn't resonating)
• Avoiding the #1 mistake: talking about yourself instead of solving client problems

Real talk: It takes about a year to see significant traction. But the firms who commit to this approach see increased engagement across all channels, deeper client relationships and more qualified referrals.

Download the Brand Roadmap Workbook: https://www.wealthmattersconsulting.com/brand-roadmap-workbook/

Listen to Part 1 if you haven't yet: https://www.wealthmattersconsulting.com/blog/marketing-strategy-start-here/

Ready to execute but need help? We get it—building the strategy is one thing, executing it consistently is another. If you're looking for a marketing partner who can help you implement your content calendar and stay consistent over time, let's talk: rbd@wealthmattersconsulting.com

Most wealth management firms jump straight into marketing tactics—launching podcasts, updating websites, posting on LinkedIn—without ever building the foundation that makes marketing work. In Part 1 of our 2026 Marketing Kickoff, Rosemary Denney walks you through the essential foundational work every firm needs before spending a dollar on marketing:

• Creating ideal client personas that go far beyond AUM (and why "high-net-worth individuals" isn't a target audience)
• Crafting a value proposition that's actually memorable and differentiates you in a crowded market
• Defining your brand voice in 5 adjectives (and why this matters for every piece of content you create)
• Identifying the real pain points your ideal clients face (not the ones you think they have)

This isn't theory. This is the exact framework Rosemary has used with dozens of wealth management firms, family offices, and RIAs over 13 years to create marketing that drives sustained, intentional growth.

Want the Brand Roadmap Workbook? Download Here

Have questions about building your marketing foundation? We're here to help. Whether you're working through the Brand Roadmap on your own or wondering if you need support implementing it at your firm, reach out: hello@wealthmattersconsulting.com
Learn more: wealthmattersconsulting.com

LinkedIn is frequently under-utilized by advisors, often seen as a static resume rather than a tool for consistent communication.

In this episode of The Wealth Marketing Podcast, Rosemary Denney is joined by Lyndsi Edgar, CEO of eLuminate Marketing, to discuss how advisors can use the platform with more intention and less friction.

The conversation covers the practical side of maintaining a LinkedIn presence including the specific adjustments that can make a profile more client-focused and the reality of how often you actually need to post. Lyndsi shares her perspective on why LinkedIn is uniquely suited for professional services and how to avoid the "salesy" habits that often discourage advisors from using the platform.

What's discussed:

• Why LinkedIn is the primary channel for reaching high-level decision-makers
• Practical profile adjustments: Using the cover photo and headline effectively
• Shifting your "About" section from a list of credentials to a service-led bio
• Why authentic opinions outperform stock content
• What types of content drive real engagement on LinkedIn
• Determining a sustainable posting frequency for a busy practice
• A sensible approach to LinkedIn advertising and "boosted" posts
• When activity begins to build real trust and inquiries

This episode is a straightforward look at how RIAs and wealth advisors can build a professional reputation on LinkedIn through a steady, quality-focused process.

Guest: Lyndsi Edgar, CEO, eLuminate Marketing

Host: Rosemary Denney, CEO, Wealth Matters Consulting

Links & Resources

Connect with Lyndsi Edgar on LinkedIn

https://www.linkedin.com/in/lyndsistaffordedgar/

Learn more about eLuminate Marketing

https://eluminatemarketing.com/
Connect with Rosemary Denney on LinkedIn
https://www.linkedin.com/in/rosemarybdenney/

Connect with Wealth Matters Consulting

https://www.wealthmattersconsulting.com

https://www.linkedin.com/company/wealth-matters-consulting