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Grow Organically

Catchlight

24 episodes

3 days ago

Welcome to Grow Organically, the podcast presented by Catchlight(SM) where we host candid discussions with wealth management and financial pros. Each episode, we break down factors that affect growth at wealth management firms and how organizations can continue to be forward-thinkers in today’s competitive landscape. Join us as we chat with industry leaders and uncover actionable insights and success stories to help you achieve your growth goals.
This podcast is for informational and educational purposes only. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. To learn more, visit: catchlight.ai.com Catchlight Insights LLC. © 2024 Catchlight Insights LLC. All rights reserved.

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All content for Grow Organically is the property of Catchlight and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Welcome to Grow Organically, the podcast presented by Catchlight(SM) where we host candid discussions with wealth management and financial pros. Each episode, we break down factors that affect growth at wealth management firms and how organizations can continue to be forward-thinkers in today’s competitive landscape. Join us as we chat with industry leaders and uncover actionable insights and success stories to help you achieve your growth goals.
This podcast is for informational and educational purposes only. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. To learn more, visit: catchlight.ai.com Catchlight Insights LLC. © 2024 Catchlight Insights LLC. All rights reserved.

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Episodes (20/24)

Grow Organically

EP 23 – How this Forward-Thinking firm is using AI to Help Scale their Growth with Chris Thom

Growth in wealth management often comes down to trust, process, and knowing where to focus. How do you build stronger referral partnerships with accountants and custodians? How can predictive analytics and technology enhance client relationships without losing authenticity? In this episode of Grow Organically, host Dan Gilmartin speaks with Chris Thom, CFP®, ChFC, CLU, CWS, … Read More Read More

3 days ago

31 minutes 39 seconds

Grow Organically

EP 22 – Rethinking Growth in Wealth Management: Markets, Demographics & ROI with Jimmy Zhao

Organic growth has become the defining challenge and opportunity for firms in wealth management. Despite resilient demand, many firms struggle to scale sustainably in a market shaped by rising expectations and shifting client demographics. In this episode, Dan Gilmartin speaks with Jimmy Zhao, CFA, Partner at McKinsey & Company, about what’s driving (and slowing) organic … Read More Read More

1 week ago

42 minutes 21 seconds

Grow Organically

EP 21 – Building Growth Through Trust and Education with Sophie Benander

Growth does not come from pushing harder. It comes from creating trust, education, and genuine partnership. What happens when a firm shifts from chasing transactions to scaling relationships? How does language shape culture and outcomes in financial services? In this episode, Dan Gilmartin speaks with Sophie Benander, SVP of Growth and Partnerships at SageView, about … Read More Read More

1 month ago

25 minutes 32 seconds

Grow Organically

EP 20 – Don’t Skip these Steps! How to Build a Scalable Marketing Machine with John Wernz

Organic growth in wealth management requires more than just good marketing. It demands alignment, testing, and a process-driven funnel. In this episode, Dan Gilmartin interviews John Wernz, Partner and Strategic Advisor at Mission Wealth, who shares lessons from helping firms scale from billions to tens of billions in AUM. John breaks down the stages of … Read More Read More

1 month ago

38 minutes 36 seconds

Grow Organically

EP 19 – Human First, Funnel Second: Caleb Stinson on Redefining Lead Generation

Speed matters, but connection matters more. In this episode of Grow Organically, Dan Gilmartin speaks with Caleb Stinson, Chief Marketing Officer of Exencial Wealth Advisors, about creating meaningful connections in the lead generation process. Caleb shares how pacing, personalization, and purpose-driven outreach strengthen both client relationships and firm outcomes. Caleb discusses: Why humanizing outreach conversations … Read More Read More

2 months ago

35 minutes 5 seconds

Grow Organically

EP 18 – Building Growth Engines with Personalization, Partnerships & Data with Matt Matrisian, MBA

What does it take to grow a $30B wealth management firm in today’s competitive space and sustain it? In this episode of Grow Organically, Dan Gilmartin speaks with Matthew Matrisian, MBA, President of SEIA, to explore the multi-dimensional strategy behind the firm’s double-digit organic growth. Matt shares how SEIA combines personalization, strategic partnerships, and data-driven … Read More Read More

3 months ago

30 minutes 59 seconds

Grow Organically

EP 17 – How Strategic Partnerships Drive Growth in Wealth Management with Marissa Fox-Foley

What makes wealth management thrive in today’s fast-paced world? Catchlight’s Dan Gilmartin chats with Marissa Fox-Foley, Chief Marketing and Communications Officer at Choreo, about the art of blending financial strategy with tech-savvy marketing in the wealth management industry. Discover how Choreo fosters rapid growth through strategic partnerships, emphasizes advisor-client connections, and leverages data to enhance … Read More Read More

4 months ago

37 minutes 43 seconds

Grow Organically

EP 16 – Mastering Client Engagement: Strategies for Wealth Management Leaders with Anand Sekhar

What’s holding your firm back from real, sustainable growth? It might not be what you think. Join Dan Gilmartin as he sits down with Anand Sekhar, a seasoned professional from Fidelity Charitable. With insights from a 20-year career in practice management and consulting, Anand shares how firms can outmaneuver market challenges like over-reliance on referrals … Read More Read More

5 months ago

38 minutes 49 seconds

Grow Organically

EP 15 – Driving Marketing Innovation Through Data and Tech with Jim Mocci

How can financial advisors leverage technology to boost growth? Daniel Gilmartin dives into a tech-forward conversation with industry leader Jim Mocci, Managing Director and Head of Marketing at EP Wealth. With a background at BlackRock and Wells Fargo, Jim shares insightful anecdotes and strategies on optimizing tech stacks, measuring ROI, and the crucial role of … Read More Read More

5 months ago

31 minutes 5 seconds

Grow Organically

EP 14 – Metrics to Measure for Every Marketer with Brad Boekestein

What happens when the art of persuasion meets the science of numbers in wealth management? Dive into a compelling conversation between host Dan Gilmartin and Brad Boekestein, Chief Marketing Officer at Allworth Financial, as they unravel the strategies behind the firm’s impressive growth. Brad takes us through his journey, emphasizing the intersection of analytics and … Read More Read More

6 months ago

37 minutes 48 seconds

Grow Organically

EP 13 – Season 2 Launch: Don’t Wait to Build an Organic Growth Engine with David Canter

What is the special ingredient to sustainable growth in wealth management? Dan Gilmartin converses with David Canter, a seasoned CEO at Finley Point Strategy who has donned many hats in the finance sector, including roles at McKinsey, Blue Spring Wealth Partners, and Fidelity Investments. They dive deep into the essence of “Organic Growth is Truth” … Read More Read More

7 months ago

28 minutes

Grow Organically

EP 12 – Season 1 Finale & 2025 Predictions with Wilbur Swan

Are you curious about what the future holds for wealth management in 2025? Dive into our season finale as Dan Gilmartin speaks with Wilbur Swan, CEO and Co-founder of Catch Light, about next year’s trends in the financial advisory world. Wilbur shares his top five predictions for the wealth management industry in 2025, focusing on … Read More Read More

10 months ago

39 minutes 41 seconds

Grow Organically

EP 11 – Maximizing Your Organic Growth Funnel with Michelle Winkles

Creating a digital strategy to drive growth strategy can feel daunting. How do you know you are on the right track? Daniel Gilmartin sits down with Michelle Winkles, Partner and Chief Marketing Officer at Mission Wealth, to delve into the art of organic growth. With a background in tech marketing and a passion for purpose-driven … Read More Read More

11 months ago

28 minutes 39 seconds

Grow Organically

EP 10 – Deep Dive on Referrals and Cross Over with Todd Cassler

What skyrockets growth in wealth management? Daniel Gilmartin speaks with Todd Cassler, Chief Growth Officer at Cerity. They delve into innovative strategies that can not only drive growth but can redefine it in today’s competitive market landscape. Get insights from Todd’s extensive experience across wealth management, asset management, and retail sectors, offering a treasure trove … Read More Read More

12 months ago

20 minutes 31 seconds

Grow Organically

EP 9 – The Holistic Service Model with Jamie Hopkins

Are you maximizing your client relationships to their full potential? Let’s talk about how you can tap into organic growth and enhance your wealth management practice. Dan Gilmartin sits down with Jamie Hopkins, Chief Wealth Officer at WSFS and CEO of Bryn Mawr Trust, to discuss strategies for accelerating organic growth in wealth management. Jamie … Read More Read More

1 year ago

26 minutes 41 seconds

Grow Organically

EP 8 – Tech, Talent, and Experimenting with Mark Bruno

Are you ready to learn about some of the highest-performing financial advisory firms? Discover innovative organic growth strategies from industry leader Mark Bruno, exploring crucial topics from growth-oriented compensation to data-driven decision-making. In this episode of Grow Organically, Dan Gilmartin hosts Mark Bruno, Managing Director and Head of Strategic Advisory for Emigrant Partners, to dive … Read More Read More

1 year ago

33 minutes 19 seconds

Grow Organically

EP 7 – How Organic Growth Can Boost Your M&A Strategy

Are you curious about why organic growth in the wealth management sector is often stagnant and how you can turn the tide? Dan Gilmartin chats with Gary Roth, Co-Founder and Co-CEO of Modern Wealth Management, about the complexities of organic growth in today's competitive financial landscape. Gary shares valuable insights drawn from his extensive experience … Read More Read More

1 year ago

31 minutes 36 seconds

Grow Organically

EP 6 – Building a Marketing Foundation Before Lead Gen with Crystal Mathis

Are you ready to uncover the strategic insights that can transform your wealth management practice? Dan Gilmartin engages in an insightful dialogue with Crystal Mathis, the CMO and Partner at Signature FD, to delve into the intricacies of driving organic growth in highly regulated industries. With a rich background in marketing and communications, Crystal shares … Read More Read More

1 year ago

28 minutes 57 seconds

Grow Organically

EP 5 – Secrets to Scaling Your Wealth Management Practice with Jen Abboud Smith

Which prospects should you call next to maximize your conversion rates? The answer lies in harnessing the power of AI and data. Dan Gilmartin sits down with Jen Abboud Smith, SVP of Investor Marketing at Carson Wealth, to delve into the strategies and insights that drive sustained growth in wealth management firms. Jen shares her … Read More Read More

1 year ago

33 minutes 30 seconds

Grow Organically

EP 4- The Power of Niche Marketing with Kristen Luke

Did you know that financial advisors who narrowly focus on a specific niche enjoy an average income of $660,000, compared to $395,000 for their non-niche counterparts? Daniel Gilmartin welcomes Kristen Luke, founder of Kaleido and author of Uncomparable, discuss how financial advisors can stand out by specializing in niche markets. Kristen shares her journey in … Read More Read More

1 year ago

29 minutes 22 seconds