Month: September 2024
EP 7 – How Organic Growth Can Boost Your M&A Strategy

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

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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 growth, resulting in a low average growth rate in the industry
  • Why is it crucial to understand the underlying condition of each firm and its capacity for growth
  • How organic growth impact a firm’s valuation, and why do firms with such growth often have a premium valuation
  • The role investments in technology, people, marketing, and PR play in driving organic growth
  • And more

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Connect with Gary Roth:

About our Guest:

Gary Roth is a co-founder and co-CEO at Modern Wealth Management, which he helped to start with the goal of delivering high-quality and comprehensive financial advice to clients by building a next-generation national RIA. Prior to being a part of the founding team at Modern Wealth, Roth was a managing director at Goldman Sachs Personal Financial Management. Between 2005 and 2019, he also served as Chief Business Officer, Chief Financial Officer and Chief Operating Officer at United Capital, where he was part of the team that built, scaled, and sold United Capital—a $25 billion RIA with 90 locations—to Goldman Sachs for $750 million. Roth was also a co-founder at AssureNet, one of the cloud computing pioneers in financial services that created sales force automation solutions for financial consultants and insurance brokers.

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

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

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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 leveraging innovative tech stacks to streamline operations.

Dan and Crystal discuss: 

  • The importance of building a solid marketing foundation before diving into lead generation
  • Insights into constructing a synergistic team that complements marketing strategies
  • Strategies for leveraging CRM and marketing automation tools to enhance client relationships
  • Real-world examples of effective lead generation tactics and their outcomes
  • And more

Connect with Dan Gilmartin: 

Connect with Crystal Mathis:

About our Guest: 

Adept at devising inventive, authentic brand narratives, Crystal helps elevate and amplify SignatureFD’s story among current and prospective clients and partners. She has nearly ten years of experience in developing and executing needle-moving marketing campaigns and driving integrated communications strategies. She has earned top awards from both SABRE and PRSA for her work.

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