Client Engagement – Grow Organically

EP 17 – How Strategic Partnerships Drive Growth in Wealth Management with Marissa Fox-Foley

By Grow Organically | June 25, 2025

What makes wealth management thrive in today’s fast-paced world?

Catchlight’s Dan Gilmartin chats with Marissa Fox-Foley, Chief Marketing and Communications Officer at Choreo, about the art of blending financial strategy with tech-savvy marketing in the wealth management industry. Discover how Choreo fosters rapid growth through strategic partnerships, emphasizes advisor-client connections, and leverages data to enhance client service strategies.

Marissa shares insights on:

Streamlining sales cycles with strategic storytelling [00:02:46]
Choreo’s intentional growth path and origin story [00:10:28]
Building lasting relationships between CPAs and wealth advisors [00:15:32]
The role of data in bridging CPA and wealth management services [00:27:17]

Connect with Dan Gilmartin:

About Marissa Fox Foley:

Marissa Fox-Foley brings 25 years of experience to her role as Chief Marketing Officer at Choreo.

Marissa’s skillset spans both healthcare and financial services, with one common thread – a love of creating extraordinary brands, delightful client experiences, and profitable growth. Most recently, she served as the Chief Marketing and Strategy Officer for a division of Mass General Brigham, the largest private healthcare employer in Massachusetts. She’s also served as the Head of Corporate and Brand Marketing for Cetera Financial Group, where she led corporate marketing and brand strategy, creative services, conference / event marketing, wealth management marketing, and recruiting marketing. Prior to Cetera, Marissa served as Executive Vice President, Advisor Marketing at LPL Financial (NASDAQ: LPLA), where she led an award-winning team focused on developing and executing integrated marketing strategies for independent financial advisory practices.

Marissa and her family live outside of Boston, having relocated from the West Coast, where they lived in San Diego and Las Vegas. They love playing ice hockey, skiing, swimming, running, and tae kwon do.

Marissa holds a Bachelor of Arts from Harvard College and an MBA in Marketing from the Marshall School of Business at the University of Southern California.

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EP 16 – Mastering Client Engagement: Strategies for Wealth Management Leaders with Anand Sekhar

By Grow Organically | June 4, 2025

What’s holding your firm back from real, sustainable growth? It might not be what you think.

Join Dan Gilmartin as he sits down with Anand Sekhar, a seasoned professional from Fidelity Charitable. With insights from a 20-year career in practice management and consulting, Anand shares how firms can outmaneuver market challenges like over-reliance on referrals and volatile clients. Discover how a firm’s tech stack could be its untapped goldmine and why relying on an erratic client influx is a misstep.

Dan and Anand discuss:

(01:08) Organic growth basics and debunking some common myths
(06:50) Identifying the true ideal client profile
(19:57) Why events and community building trump cold calling
(26:46) Tech investments that investment firms should prioritize
(30:54) AI’s game-changing potential in workflow automation and client interactions
And more

Connect with Dan Gilmartin:

Connect with Anand Sekhar :

About our Guest:

Anand Sekhar is the Head of Segment Marketing at Fidelity Charitable, where he leads strategic efforts to engage financial advisors, institutions, and donors in achieving greater impact through philanthropy. With a deep background in wealth management and marketing strategy, Anand specializes in bridging the gap between financial advisory practices and charitable giving solutions.

He is known for championing a purpose-driven approach to marketing—one that aligns business growth with social good. Anand regularly shares insights on how advisors can unlock new value for clients by integrating giving strategies into their overall wealth plans. His thought leadership has made him a respected voice in the intersection of finance, marketing, and generosity.

Whether he’s discussing the power of niche engagement, the evolving expectations of high-net-worth clients, or the importance of storytelling in building trust, Anand brings a unique blend of clarity, compassion, and strategy to every conversation.

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

By Grow Organically | July 10, 2024

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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