Month: August 2025
EP 19 – Human First, Funnel Second: Caleb Stinson on Redefining Lead Generation

EP 19 – Human First, Funnel Second: Caleb Stinson on Redefining Lead Generation

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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 leads to stronger client relationships
  • How to evaluate whether a lead has a meaningful need that the firm can address
  • The importance of adapting outreach pacing and volume to team capacity
  • Why a shorter “crawl-walk-run” runway accelerates firm growth
  • How roleplaying calls with team members improve empathy and performance
  • And more!

Connect with Dan Gilmartin: 

Connect with Caleb Stinson:

About our Guest: 

Caleb Stinson is the Chief Marketing Officer at Exencial Wealth Advisors, where he leads marketing initiatives focused on lead generation and client engagement. With a background in operations and project management, Caleb brings a unique blend of strategic thinking and hands-on experience to the financial services space. His passion lies in building authentic relationships, humanizing outreach, and aligning marketing with a firm’s mission to serve clients with purpose.

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EP 18 – Building Growth Engines with Personalization, Partnerships & Data with Matt Matrisian, MBA

EP 18 – Building Growth Engines with Personalization, Partnerships & Data with Matt Matrisian, MBA

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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 processes to create an environment where both advisors and clients thrive. He emphasizes the importance of institutionalizing growth through systems, talent, and culture, while also discussing the lessons he’s learned along the way.

Matt discusses: 

  • The three key growth channels SEIA focuses on: custodial referrals, client referrals, and educational prospecting events [00:02:09]
  • How partnerships with estate planning attorneys and CPAs expand their client value without adding internal overhead [00:14:47]
  • The “SEAL team” style approach to delivering personalized solutions rather than templated ones [00:18:20]
  • How SEIA institutionalizes growth by enabling data-driven decisions and CRM pipeline visibility [00:23:24]
  • The need for a long-term talent pipeline and what he wishes he had started five years earlier [00:26:49]
  • And more!

Connect with Dan Gilmartin: 

Connect with Matthew Matrisian: 

About our Guest: 

Matthew Matrisian is the President of SEIA (Signature Estate & Investment Advisors) and brings over 30 years of experience in the financial services industry. Prior to joining SEIA, he held senior leadership roles at AssetMark and Raymond James, focusing on advisor growth, business development, and client engagement. Known for his strategic mindset and passion for innovation, Matt is dedicated to building scalable systems that drive personalized client experiences and sustainable growth.

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