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

Posted June 4, 2025 • 00:38:49

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...

EP 15 – Driving Marketing Innovation Through Data and Tech with Jim Mocci

Posted May 14, 2025 • 00:31:05

How can financial advisors leverage technology to boost growth?

Daniel Gilmartin dives into a tech-forward conversation with industry leader...

EP 14 – Metrics to Measure for Every Marketer with Brad Boekestein

Posted April 30, 2025 • 00:37:48

What happens when the art of persuasion meets the science of numbers in wealth management?

Dive into a compelling conversation between host...

EP 13 – Season 2 Launch: Don’t Wait to Build an Organic Growth Engine with David Canter

Posted April 9, 2025 • 00:28:00

What is the special ingredient to sustainable growth in wealth management?

Dan Gilmartin converses with David Canter, a seasoned CEO at Finley...

EP 12 – Season 1 Finale & 2025 Predictions with Wilbur Swan

Posted December 17, 2024 • 00:39:41

Are you curious about what the future holds for wealth management in 2025?

Dive into our season finale as Dan Gilmartin speaks with Wilbur Swan,...