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

Posted October 30, 2025 • 00:42:21

Organic growth has become the defining challenge and opportunity for firms in wealth management. Despite resilient demand, many firms struggle to scale...

EP 21 – Building Growth Through Trust and Education with Sophie Benander

Posted September 30, 2025 • 00:25:32

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

Posted September 17, 2025 • 00:38:36

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

Posted August 27, 2025 • 00:35:05

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

Posted August 7, 2025 • 00:30:59

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...