How to Build Deep Client Relationships at Scale with Michael Vedders

Episode 138: This week, Kyle Van Pelt talks with Michael Vedders, Senior Vice President of Marketing & Enterprise Resources at NorthRock Partners. In his role, Michael is responsible for extending NorthRock's reach and reputation. With more than a decade of experience in marketing and leading complex organizational projects, Michael has helped build teams, launch major branding initiatives, produce compelling creative, develop multi-channel planning, and use insights to inform strategy.

Michael talks with Kyle about how wealth management firms can build deep client relationships at scale. He discusses the importance of storytelling in creating a strong brand narrative, how NorthRock's personal office business model works, and why the future belongs to firms that use data and automation to serve more people and build deeper human connections.

In this episode:

(00:00) - Intro

(02:38) - Michael's money moment

(04:58) - Michael's frustration with traditional wealth management

(07:24) - What marketing really means in wealth management

(10:02) - How to build trust and deeper client relationships

(12:48) - The "quarterback" model of financial advice