Tag: Catchlight AI
EP 3 – The Evolution of Marketing in Wealth Management with Angela Giombetti

EP 3 – The Evolution of Marketing in Wealth Management with Angela Giombetti

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Have you ever wondered how successful advisors rally their team around organic growth? How have growth strategies evolved through the years?

Daniel Gilmartin chats with Angela Giombetti, Chief Marketing Officer at Wealthspire Advisors, about the evolving world of marketing within wealth management. Listeners will gain insights into how Angela and her team drive organic growth using innovative strategies, tools, and a data-driven approach to client engagement.

Dan and Angela discuss:

  • The transformation of marketing in wealth management over the past 20 years
  • How Wealthspire Advisors rallies around a growth mindset for organic development
  • The importance of data and technology in personalizing client experiences
  • Strategies for integrating newly acquired firms into Wealthspire’s growth-oriented
    approach

Connect with Angela Giombetti:

Connect with Dan Gilmartin: 

About our Guest: 

Angela has dedicated her 20+ year career to the financial services industry, having served in communications, change management, public relations, and marketing roles in banking, fintech, and RIA firms across the country. She is an accomplished ghost writer of multiple nationally published books and a frequent speaker at industry conferences. She is also the founder of The In Crowd, an inclusive network for financial marketers and the host of The In Crowd podcast.

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EP 2 – 5 Levers of Growth with Tim Welsh

EP 2 – 5 Levers of Growth with Tim Welsh

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This episode audio originally was recorded as a webinar which can be accessed at Catchlight.ai.

Are you ready to unlock the secrets to sustainable growth in the wealth management sector? In this podcast episode, Dan Gilmartin, the Head of Marketing for Catchlight, and Tim Welsh from Nexus Strategy, delve into the five levers of growth for wealth management firms, exploring how innovative strategies and data-driven insights can lead to significant improvements in client acquisition and retention.

Dan and Tim discuss:

  • The current state and future opportunities within the wealth management industry
  • The importance of organic growth and its impact on firm valuations
  • Effective marketing and prospecting strategies to improve lead generation
  • Tactics to maximize wallet share and drive client referrals

Connect With Tim Welsh:

Connect with Dan Gilmartin: 

About our Guest: 

Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.

Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events.

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