The InvestmentNews Podcast

Bruce Kelly
investmentnewspod@keymedia.com

Booking Overview

The InvestmentNews Podcast features Bruce Kelly interviewing industry leaders and experts about wealth management trends, advisor recruiting, and client engagement. It is a strong PR vehicle for executives and researchers aiming to share strategic insights with financial professionals.

Metrics

198 episodes, Weekly, 4.5 rating
<1k, Neutral, USA
30s Ad: 10 - 12, 60s Ad: 12 - 14, CPM Category: Business

Contact Information

investmentnewspod@keymedia.com

Description

Podcast by The InvestmentNews Podcast

Production Team

Host

Bruce Kelly

Categories

News, Business, Business News, Careers, Entrepreneurship, Investing, Management, Marketing

Booking Intelligence

Booking Requirements

moderate difficulty
Typical Credentials:  
Finance/wealth management credentials (CFP, CFA, or equivalent senior professional role) with demonstrated industry impact
Required Achievements:  
industry leadership roles, featured in financial press or conferences, authoring or contributing to research/white papers, speaking engagements at industry events

Recent Guest Discussions

Louis Diamond - Rias, Advisory Business, Recruiting, Bryan Armour - Alternative Investments, Illiquid Assets, Anna Sciortino - Client Language, Retirement Planning, Generation/gender Considerations, Briana Zackai - Client Language, Retirement Planning, Generation/gender Considerations

Recent Topics

RIAs, wealth management, alternative investments, retirement planning, recruiting, client communication, massMutual, MIT AgeLab, generational wealth, financial advisor education
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