Grow Organically
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 co
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Recent Episodes
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...
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...
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...
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...
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...
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