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

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Grow Organically

Catchlight

24 episodes

4 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 19 – Human First, Funnel Second: Caleb Stinson on Redefining Lead Generation

Grow Organically

35 minutes 5 seconds

2 months ago

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