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

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

Grow Organically

31 minutes 39 seconds

3 days ago

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