Financial advisory firms are investing in more digital marketing channels, but knowing which ones bring in qualified prospects isn’t always straightforward. As prospective clients increasingly use ChatGPT to research financial advisors, marketing teams face new questions about how to build visibility, measure lead quality, and determine where their budgets will have the greatest impact. In …
Marketing activity can look healthy on the surface while prospects quietly disappear somewhere deeper in the funnel. Knowing what to measure can reveal where attention, appointments, and opportunities are being lost. In this episode, Grow Organically host Dan Gilmartin speaks with David Franzke, Chief Marketing Officer at Advisors Excel, about building advisor marketing around clear …
Organic growth is becoming more challenging for many advisory firms, especially as competition for attention continues to increase. How do you create a marketing strategy that consistently attracts qualified prospects while giving advisors more time to focus on client relationships? In this episode, Dan Gilmartin sits down with Samantha Allen, Executive Vice President of Marketing …
What if your daily actions were directly shaping the life you’ll look back on years from now? And what if growth, both personal and professional, could be engineered with clarity and discipline? In this episode, Dan Gilmartin interviews Michael Graham, CFP®, President and Co-Founder of Midwestern Securities, about building a firm rooted in intentionality and …
Growth gets harder when every firm has access to the same tools. What separates strong marketing is not the software itself, but the judgment, structure, and empathy behind how it is used. In this episode, Dan Gilmartin speaks with Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors, about building a practical AI and marketing …
What actually separates firms that grow organically from those that rely on referrals and market lift? Daniel Gilmartin discusses the launch of Catchlight’s RIA Growth Marketing Proficiency Report with Mary Kate Gulick, Founder of MK Wealth Marketing. Together, they break down what organic growth truly means, how top independent RIAs are structuring their marketing teams, …
Sustainable growth does not come from chasing every tactic available. It comes from clarity, consistency, and systems that respect how people actually make decisions. In this replay episode, Dan Gilmartin sits down with Michelle Winkles, MBA, Partner and CMO at Mission Wealth, to revisit a foundational conversation on organic growth through digital marketing. This replay …
Organic growth sounds straightforward, but for many firms it remains one of the hardest challenges to solve. What happens when client demand slows, marketing feels risky, and internal teams struggle to connect the dots across services? In this replay episode, Dan Gilmartin revisits a timely conversation with Jimmy Zhao, Partner at McKinsey, to examine what …
Partnerships, referrals, and metrics: three core themes shaping the future of organic growth in wealth management. In this episode of Grow Organically, host Dan Gilmartin sits down with Yelena Melamed, Chief Product Officer at Catchlight, to close out Season Two with a deep dive into how data, trust, and technology are transforming growth strategies. Yelena …
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, …