Join Kendra Thompson on Epok Insider as she chats with April Rudin, CEO and Founder of The Rudin Group, a trailblazer reshaping wealth management marketing. April shares her journey from overcoming industry skepticism—where she was once told, “banks will never hire outside firms, high-net-worth individuals will never be on the internet, and social media is a fad” -- to transforming how financial advisors reach and resonate with modern investors In this candid conversation, April dives into:
- The power of authentic, personal branding in building client trust over institutional stereotypes
- Why traditional imagery (think chess pieces or lighthouses) is falling flat with Gen Z and younger investors
- The balance between innovation and brand identity, and when to evolve incrementally versus boldly
- How the human touch—empathy, communication, and relatability—remains central even in a digital age
- A sneak peek at her upcoming book Wealth Management with a Difference, co‑authored with Nick Rice, set for release in October 2025
Tune in for sharp insights, refreshing perspective, and a masterclass in modernizing marketing for wealth management.
