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 7 – How Organic Growth Can Boost Your M&A Strategy

Posted September 18, 2024 • 00:31:36

Are you curious about why organic growth in the wealth management sector is often stagnant and how you can turn the tide? Dan Gilmartin chats with Gary...

EP 6 – Building a Marketing Foundation Before Lead Gen with Crystal Mathis

Posted September 5, 2024 • 00:28:57

Are you ready to uncover the strategic insights that can transform your wealth management practice?

Dan Gilmartin engages in an insightful...

EP 5 – Secrets to Scaling Your Wealth Management Practice with Jen Abboud Smith

Posted August 15, 2024 • 00:33:30

Which prospects should you call next to maximize your conversion rates? The answer lies in harnessing the power of AI and data.

Dan Gilmartin...

EP 4- The Power of Niche Marketing with Kristen Luke

Posted August 1, 2024 • 00:29:22

Did you know that financial advisors who narrowly focus on a specific niche enjoy an average income of $660,000, compared to $395,000 for their non-niche...

EP 3 – The Evolution of Marketing in Wealth Management with Angela Giombetti

Posted July 10, 2024 • 00:42:53

Have you ever wondered how successful advisors rally their team around organic growth? How have growth strategies evolved through the years?

Daniel...