Monthly Archives: October 2022

Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin

Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing? 

In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding with April Rudin, founder and president of the Rudin Group. April shares four tips to make your digital presence more interesting and effective.

April discusses: 

  • Why personal branding is more important than ever
  • How a personal dimension can set you apart
  • The value of professional input 
  • Why to make a social pivot to B2B 
  • And more


Connect With April Rudin:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends and her expertise in digital and traditional media, she leads a firm that designs bespoke marketing campaigns for some of the world’s leading wealth management firms, fintech, and family offices; campaigns that strengthen their brand value and drive client acquisition. April is recognized by IBM as an “Influencer” in wealth management and fintech and is a regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. 

Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD

What are your clients not telling you? What could you do differently to earn greater trust? 

In this episode, Laura Gregg talks with Barnaby Riedel, one of the architects of FlexShares’ behavioral study on growing wallet share. The findings provide a sensible groundwork to build more productive and mutually rewarding client relationships. 

Barnaby discusses:

  • His firm, RDCL, and its work in the financial industry
  • Why most research on growing wallet share falls short 
  • The five client personas advisors need to understand 
  • How you can tailor your approach to build trust (and wallet share) with each client type
  • And more


Connect With Barnaby Riedel:

Connect With Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Barnaby Riedel, PHD

Barnaby is co-founder and lead researcher at RDCL, a social-science based research firm dedicated exclusively to the most forward-thinking financial companies. Prior to founding RDCL, Barnaby taught at the University of Chicago in the Division of the Social Sciences. His approach to research is interdisciplinary and contrarian – drawing on everything from evolutionary psychology to cultural anthropology. Since being founded in 2013, RDCL’s work has delivered dramatic results for clients and has been featured in numerous trade publications as well as The New York Times, The Wall Street Journal and The New York Observer.


RDCL is a social science-based research firm dedicated exclusively to the most forward-thinking financial companies.

Important information regarding a discussion in the podcast:

Alpha and beta are two different parts of an equation used to explain the performance of stocks and Investment funds. Beta Is a measure of volatility relative to a benchmark, such as the S&P 500. Alpha Is the excess return on an Investment after adjusting for market-related volatility and random fluctuations.