Month: April 2025
EP 14 – Metrics to Measure for Every Marketer with Brad Boekestein

EP 14 – Metrics to Measure for Every Marketer with Brad Boekestein

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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 creativity in marketing—the sweet spot for driving organic growth. Learn about Allworth’s innovative approach to tapping niche markets like employees and airline pilots, and the emphasis on ensuring advisors focus on financial planning instead of prospecting. For those curious about marketing strategy, the trio of strategy, structure, and execution is crucial, with insights into lead generation nuances and channel strategies.

Brad discusses: 

  • (06:03) His approach to strategy, structure, and execution
  • (10:26) A deep dive into the metrics driving Allworth’s success
  • (18:28) Mastering the funnel
  • (26:14) The changing landscape of lead generation and the channels that work
  • And more

Connect with Dan Gilmartin: 

Connect with Brad Boekestein

About our Guest: 

Brad Boekestein is Chief Marketing Officer at Allworth Financial, leading a diverse team of marketing professionals based in cities across the country. With nearly two decades of experience in digital and traditional marketing, Brad has spent more than ten years in executive leadership roles within the financial services and insurance industries.

Brad’s passion lies at the intersection of strategy, analytics, and technology, focusing on leveraging data-driven insights to guide smarter decisions and craft impactful marketing initiatives.

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EP 13 – Season 2 Launch: Don’t Wait to Build an Organic Growth Engine with David Canter

EP 13 – Season 2 Launch: Don’t Wait to Build an Organic Growth Engine with David Canter

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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” and explore why organic growth is so vital for wealth management firms.

Dan Gilmartin and David Canter discuss:

  • (03:06) The role of organic growth in creating opportunities and increasing enterprise value 
  • (05:33) How organic growth results in higher firm valuation—every 1% increase can amplify valuation by 7% 
  • (19:01) The importance of clear lead pipelines for business development 
  • (23:39) Strategic choices for sustainable growth, focusing on team, tactics, and leveraging platforms 

Connect with Dan Gilmartin: 

Connect with David Canter: 

About our Guest: 

David is CEO of Finley Point Strategy LLC, a consulting firm to the wealth, asset management and fintech ecosystem.  David is also a Strategic Advisor to CAIS, and a Senior Advisor to McKinsey & Co. He is the former Head of Fidelity Investments’ RIA and Family Office businesses, and former President of Bluespring Wealth Partners, a national RIA acquirer.  For more than two decades, David has advised the CEOs of many of the wealth management industry’s largest and most complex participants.

During his career, David has held numerous positions at several well-respected financial institutions gaining experience in multiple facets of the industry. From Head Legal Counsel of Schwab Institutional, Chief Legal and Compliance Officer at Post Advisory Group, and other roles focused on practice management, trading and operations, consulting, and investments—David is a well-rounded leader in the RIA space.

David currently sits on the Boards of the Accordant Investments mutual fund family, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning.

In 1990, David received his Bachelor of Arts degree in Political Science from the University of Wisconsin-Madison. He then went on to earn his Juris Doctorate from the University of Baltimore Law in 1993. He currently holds his FINRA Series 24 license and is a California State Bar member.

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