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 …
What is the special ingredient to sustainable growth in wealth management? Dan Gilmartin converses with David Canter, a seasoned CEO at Finley Point Strategy who has donned many hats in the finance sector, including roles at McKinsey, Blue Spring Wealth Partners, and Fidelity Investments. They dive deep into the essence of “Organic Growth is Truth” …
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, CEO and Co-founder of Catch Light, about next year’s trends in the financial advisory world. Wilbur shares his top five predictions for the wealth management industry in 2025, focusing on …
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 with Michelle Winkles, Partner and Chief Marketing Officer at Mission Wealth, to delve into the art of organic growth. With a background in tech marketing and a passion for purpose-driven …