Grow Organically

Marketing activity can look healthy on the surface while prospects quietly disappear somewhere deeper in the funnel. Knowing what to measure can reveal where attention, appointments, and opportunities are being lost. In this episode, Grow Organically host Dan Gilmartin speaks with David Franzke, Chief Marketing Officer at Advisors Excel, about building advisor marketing around clear business outcomes. They cover event marketing, seminar follow-up, funnel metrics, team goals, brand measurement, v

Organic growth is becoming more challenging for many advisory firms, especially as competition for attention continues to increase. How do you create a marketing strategy that consistently attracts qualified prospects while giving advisors more time to focus on client relationships? In this episode, Dan Gilmartin sits down with Samantha Allen, Executive Vice President of Marketing at Merit Financial Advisors, to explore how marketing, sales, and technology can work together to create a repeatabl

What if your daily actions were directly shaping the life you’ll look back on years from now? And what if growth, both personal and professional, could be engineered with clarity and discipline? In this episode, Dan Gilmartin interviews Michael Graham, CFP®, President and Co-Founder of Midwestern Securities, about building a firm rooted in intentionality and disciplined growth. Mike shares how starting with the end in mind, including writing your own obituary, can shape decisions across business

Growth gets harder when every firm has access to the same tools. What separates strong marketing is not the software itself, but the judgment, structure, and empathy behind how it is used. In this episode, Dan Gilmartin speaks with Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors, about building a practical AI and marketing system inside a wealth firm. She explains how her team evaluates tools through acceleration, accuracy, and innovation, how they train AI to reflect brand v

What actually separates firms that grow organically from those that rely on referrals and market lift? Daniel Gilmartin discusses the launch of Catchlight’s RIA Growth Marketing Proficiency Report with Mary Kate Gulick, Founder of MK Wealth Marketing. Together, they break down what organic growth truly means, how top independent RIAs are structuring their marketing teams, and the patterns that show up consistently in faster-growing firms. Dan discusses: Kicking off Season 3 and introducing the

Sustainable growth does not come from chasing every tactic available. It comes from clarity, consistency, and systems that respect how people actually make decisions. In this replay episode, Dan Gilmartin sits down with Michelle Winkles, MBA, Partner and CMO at Mission Wealth, to revisit a foundational conversation on organic growth through digital marketing. This replay episode explores how firms can structure their websites, tech stacks, and workflows to attract higher-quality leads. Michelle