How to Build Deep Client Relationships at Scale with Michael Vedders

About this episode

Michael Vedders discusses building deep client relationships at scale in wealth management.

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 (16:42) - How NorthRock manages deep…

People in this episode

Host: Kyle Van Pelt

Guest: Michael Vedders

Topics covered

• client relationships
• wealth management
• storytelling
• branding
• data and automation
• financial advice

Keywords

• client relationships
• wealth management
• storytelling
• branding
• data
• automation
• financial advice

Mentioned in this episode

Organizations: NorthRock Partners

More episodes of Next Mile

• How to Build a Scalable Firm Without Tech Overload with Dan Johnson · June 9, 2026 · 35 min
• The Hidden Economics Behind High-Growth Advisory Firms with Patrick Kelly · June 2, 2026 · 46 min
• How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan · May 26, 2026 · 36 min
• The Hidden Infrastructure Powering Modern Advisory Firms with Aaron Wormus · May 19, 2026 · 34 min
• The Difference Between Growing Fast and Growing Well with Tim Gavin · May 12, 2026 · 33 min
• Growth, Alignment, and the Future of Advisor-Led Wealth Firms with Scott Schwartz · May 5, 2026 · 46 min