EPOK Insider
Wealth management is at an inflection point. Client expectations are shifting, regulation is evolving, and technology is rewriting the rules. Hosted by Kendra Thompson, founder of Epok Advice, Epok Insider takes you behind the boardroom doors with executives, innovators, and visionaries shaping the future of wealth. This isn’t theory—it’s what leaders are wrestling with right now: growth, disruption, succession, innovation, and the next wave of client needs. Advisors, executives, and curious observers alike will find practical perspectives and sharp insights you won’t hear anywhere else.
April Rudin
Join Kendra Thompson on Epok Insider as she chats with April Rudin, CEO and founder of The Rudin Group, a trailblazer reshaping wealth management marketing. April shares her journey from overcoming industry skepticism—where she was once told, “banks will never hire outside firms, high-net-worth individuals will never be on the internet, and social media is a fad” -- to transforming how financial advisors reach and resonate with modern investors In this candid conversation, April dives into:
The power of authentic, personal branding in building client trust over institutional stereotypes financialmarketinginsights.com
Why traditional imagery (think chess pieces or lighthouses) is falling flat with Gen Z and younger investors
The balance between innovation and brand identity, and when to evolve incrementally versus boldly financialmarketinginsights.com
How the human touch—empathy, communication, and relatability—remains central even in a digital age
A sneak peek at her upcoming book Wealth Management with a Difference, co‑authored with Nick Rice, set for release in October 2025
Tune in for sharp insights, refreshing perspective, and a masterclass in modernizing marketing for wealth management.