Tag: Client Referrals
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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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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