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

Recent Episodes

EP 25 – What High-Growth RIAs Do Differently with Mary Kate Gulick

Posted March 25, 2026 • 00:42:05

What actually separates firms that grow organically from those that rely on referrals and market lift?

Daniel Gilmartin discusses the launch...

REPLAY: Maximizing Your Organic Growth Funnel with Michelle Winkles, MBA

Posted February 11, 2026 • 00:28:47

Sustainable growth does not come from chasing every tactic available. It comes from clarity, consistency, and systems that respect how people actually...

REPLAY – Rethinking Growth in Wealth Management: Markets, Demographics & ROI with Jimmy Zhao

Posted January 28, 2026 • 00:42:52

Organic growth sounds straightforward, but for many firms it remains one of the hardest challenges to solve.

What happens when client demand...

EP 24 – Yelena Melamed on Building Data-Driven Growth Engines in Wealth Management

Posted December 4, 2025 • 00:34:31

Partnerships, referrals, and metrics: three core themes shaping the future of organic growth in wealth management.

In this episode of Grow Organically,...

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

Posted November 5, 2025 • 00:31:39

Growth in wealth management often comes down to trust, process, and knowing where to focus.

How do you build stronger referral partnerships with...