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

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

Grow Organically

38 minutes 49 seconds

5 months ago

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