Podcasts produced by The Wealth Mosaic feature senior leaders from wealth management firms, WealthTech vendors, consultancies, and other organisations shaping the industry.
Currently led by our flagship podcast The Wealth Mosaic in Conversation, each episode provides an opportunity to discuss the issues, opportunities, and developments affecting the market, while giving listeners insight into the experience and perspective of the person leading the conversation.
That combination creates a useful platform for firms looking to demonstrate expertise and strengthen their position in the wealth management marketplace.
Our podcast offering sits alongside our wider range of knowledge resources, events, research, and content, providing another format through which firms can share their expertise with a specialist industry audience. It was created specifically to bring executives and leaders into the conversation, explore the challenges they face and understand the direction in which their businesses and the wider industry are heading.
Give your senior people a platform
For many firms, the expertise of their senior people is one of their most valuable assets. The challenge is finding effective ways to put that expertise in front of the right audience.
The Wealth Mosaic in Conversation provides a dedicated platform for doing exactly that. Some of the conversations so far demonstrate what this can look like.
- Ian Karnell of VastAdvisor discussed his entrepreneurial background, his company's approach to growth and the wider changes he expects in wealth management. (Episode link here.)
- Objectway CEO Luigi Marciano traced a career from nuclear engineering through complex technology projects to building a wealth management technology business, connecting his personal journey with Objectway's evolution. (Episode link here.)
- Anthony Montufar, Chief Digital and Client Experience Officer at Equitable Advisors, explored his career, relationships in wealth management, and how technology, people, and processes can improve client experience. (Episode link here.)
- Rabih Ramadi, co-founder and CEO of Avantos, described the company’s approach to improving client servicing and front-office productivity, as well as the wider challenges facing wealth management technology. (Episode link here.)
- Leda Glyptis, an author and chair of Objectway’s OWIN26 client conference, reflected on the barriers that prevent firms from scaling successfully, the challenges of company-wide transformation, and the leadership commitment required to drive change. (Episode link here.)
These are not simply product demonstrations. They give listeners an opportunity to understand how industry leaders think.
Showcase expertise around the issues that matter
The podcast gives participants a way to associate their business and its senior people with specific industry topics.
For a WealthTech vendor, that might mean discussing the technology challenges wealth managers face, the practical application of AI, or the changing requirements of the front office.
For a consultancy or professional services firm, it could provide a platform to explore market developments, operational challenges, or changes in client expectations.
For a wealth management firm, it can provide an opportunity to discuss strategy, client experience, technology adoption, growth, or the changing nature of the business.
The emphasis is on expertise and perspective rather than a straightforward product pitch.
That is consistent with The Wealth Mosaic's broader approach to thought leadership: helping firms explain what they do, demonstrate their expertise and engage decision-makers through content that is relevant to the wealth management industry.
Add another format to your content programme
A podcast appearance can also form part of a wider programme of content and market engagement, alongside opportunities for members to publish articles, interviews, blogs, videos, podcasts, webinars, research summaries, and other thought leadership throughout the year.
For the individual participant, it provides a published interview that can be shared with colleagues, clients and prospects. For the firm, it creates an additional piece of branded thought leadership associated with its expertise and senior leadership.
Position your people and your business
The Wealth Mosaic helps wealth managers discover solutions and knowledge, while giving solution providers opportunities to build visibility and position their businesses.
The Wealth Mosaic in Conversation extends that opportunity through conversations with senior industry figures, giving firms a platform to showcase expertise, share perspectives, and raise executive visibility. It is another way to put your people, expertise, and business in front of the wealth management community.
Put your people, expertise and perspectives in front of the wealth management community. Email stephen@thewealthmosaic.com to find out more.
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
