Episodes

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 Roth, Co-Founder and Co-CEO of Modern Wealth Management, about the complexities of organic growth in today's competitive financial landscape. Gary shares valuable insights drawn from his extensive experience at firms like Goldman Sachs and United Capital. Dan and Gary discuss: Why do many financial advisory firms struggle with organic growt...

Are you ready to uncover the strategic insights that can transform your wealth management practice? Dan Gilmartin engages in an insightful dialogue with Crystal Mathis, the CMO and Partner at Signature FD, to delve into the intricacies of driving organic growth in highly regulated industries. With a rich background in marketing and communications, Crystal shares her journey and seamlessly intertwines practical advice with personal anecdotes, focusing on building solid marketing foundations and l...

Which prospects should you call next to maximize your conversion rates? The answer lies in harnessing the power of AI and data. Dan Gilmartin sits down with Jen Abboud Smith, SVP of Investor Marketing at Carson Wealth, to delve into the strategies and insights that drive sustained growth in wealth management firms. Jen shares her extensive background from Amazon to Vanguard, and now Carson Wealth, exploring organizational challenges, the importance of clear communication between marketing and sa...

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 counterparts? Daniel Gilmartin welcomes Kristen Luke, founder of Kaleido and author of Uncomparable, discuss how financial advisors can stand out by specializing in niche markets. Kristen shares her journey in wealth management, strategies on defining and reaching niche audiences, and invaluable insights on boosting efficiency and engagement. K...

Have you ever wondered how successful advisors rally their team around organic growth? How have growth strategies evolved through the years? Daniel Gilmartin chats with Angela Giombetti, Chief Marketing Officer at Wealthspire Advisors, about the evolving world of marketing within wealth management. Listeners will gain insights into how Angela and her team drive organic growth using innovative strategies, tools, and a data-driven approach to client engagement. Dan and Angela discuss: The transf...

This episode audio originally was recorded as a webinar which can be accessed at Catchlight.ai. Are you ready to unlock the secrets to sustainable growth in the wealth management sector? In this podcast episode, Dan Gilmartin, the Head of Marketing for Catchlight, and Tim Welsh from Nexus Strategy, delve into the five levers of growth for wealth management firms, exploring how innovative strategies and data-driven insights can lead to significant improvements in client acquisition and retention....

Many believe that the primary challenge for financial advisors is simply managing investments. However, in today’s rapidly changing market landscape, the real test lies in mastering organic growth strategies to ensure long-term success and relevance. Join Dan Gilmartin and his Catchlight co-founder Yelena Melamed in this inaugural episode of Grow Organically, focused on the topic of organic growth within the wealth management industry. They explore crucial industry trends, the impact of these tr...

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 continue to be forward-thinkers in today’s competitive landscape. Join us as we chat with industry leaders and uncover actionable insights and success stories to help you achieve your growth goals. This podcast is for informational and educational...