Growth in wealth management often comes down to trust, process, and knowing where to focus. How do you build stronger referral partnerships with accountants and custodians? How can predictive analytics and technology enhance client relationships without losing authenticity? In this episode of Grow Organically, host Dan Gilmartin speaks with Chris Thom, CFP®, ChFC, CLU, CWS, …
Organic growth has become the defining challenge and opportunity for firms in wealth management. Despite resilient demand, many firms struggle to scale sustainably in a market shaped by rising expectations and shifting client demographics. In this episode, Dan Gilmartin speaks with Jimmy Zhao, CFA, Partner at McKinsey & Company, about what’s driving (and slowing) organic …
Growth does not come from pushing harder. It comes from creating trust, education, and genuine partnership. What happens when a firm shifts from chasing transactions to scaling relationships? How does language shape culture and outcomes in financial services? In this episode, Dan Gilmartin speaks with Sophie Benander, SVP of Growth and Partnerships at SageView, about …
Organic growth in wealth management requires more than just good marketing. It demands alignment, testing, and a process-driven funnel. In this episode, Dan Gilmartin interviews John Wernz, Partner and Strategic Advisor at Mission Wealth, who shares lessons from helping firms scale from billions to tens of billions in AUM. John breaks down the stages of …
Speed matters, but connection matters more. In this episode of Grow Organically, Dan Gilmartin speaks with Caleb Stinson, Chief Marketing Officer of Exencial Wealth Advisors, about creating meaningful connections in the lead generation process. Caleb shares how pacing, personalization, and purpose-driven outreach strengthen both client relationships and firm outcomes. Caleb discusses: Why humanizing outreach conversations …
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 Gilmartin speaks with Matthew Matrisian, MBA, President of SEIA, to explore the multi-dimensional strategy behind the firm’s double-digit organic growth. Matt shares how SEIA combines personalization, strategic partnerships, and data-driven …
What makes wealth management thrive in today’s fast-paced world? Catchlight’s Dan Gilmartin chats with Marissa Fox-Foley, Chief Marketing and Communications Officer at Choreo, about the art of blending financial strategy with tech-savvy marketing in the wealth management industry. Discover how Choreo fosters rapid growth through strategic partnerships, emphasizes advisor-client connections, and leverages data to enhance …
What’s holding your firm back from real, sustainable growth? It might not be what you think. Join Dan Gilmartin as he sits down with Anand Sekhar, a seasoned professional from Fidelity Charitable. With insights from a 20-year career in practice management and consulting, Anand shares how firms can outmaneuver market challenges like over-reliance on referrals …
How can financial advisors leverage technology to boost growth? Daniel Gilmartin dives into a tech-forward conversation with industry leader Jim Mocci, Managing Director and Head of Marketing at EP Wealth. With a background at BlackRock and Wells Fargo, Jim shares insightful anecdotes and strategies on optimizing tech stacks, measuring ROI, and the crucial role of …
What happens when the art of persuasion meets the science of numbers in wealth management? Dive into a compelling conversation between host Dan Gilmartin and Brad Boekestein, Chief Marketing Officer at Allworth Financial, as they unravel the strategies behind the firm’s impressive growth. Brad takes us through his journey, emphasizing the intersection of analytics and …