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

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

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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

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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