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 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,...

EP 11 – Maximizing Your Organic Growth Funnel with Michelle Winkles

Posted December 4, 2024 • 00:28:39

Creating a digital strategy to drive growth strategy can feel daunting. How do you know you are on the right track?

Daniel Gilmartin sits down...

EP 10 – Deep Dive on Referrals and Cross Over with Todd Cassler

Posted November 12, 2024 • 00:20:31

What skyrockets growth in wealth management?

Daniel Gilmartin speaks with Todd Cassler, Chief Growth Officer at Cerity. They delve into innovative...

EP 9 – The Holistic Service Model with Jamie Hopkins

Posted October 23, 2024 • 00:26:41

Are you maximizing your client relationships to their full potential?

Let’s talk about how you can tap into organic growth and enhance your...

EP 8 – Tech, Talent, and Experimenting with Mark Bruno

Posted October 9, 2024 • 00:33:19

Are you ready to learn about some of the highest-performing financial advisory firms? Discover innovative organic growth strategies from industry leader...