Tag: Data-Driven
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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EP 1 – Intro to Grow Organically

EP 1 – Intro to Grow Organically

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Many believe that the primary challenge for financial advisors is simply managing investments. However, in today’s rapidly changing market landscape, the real test lies in mastering organic growth strategies to ensure long-term success and relevance.

Join Dan Gilmartin and his Catchlight co-founder Yelena Melamed in this inaugural episode of Grow Organically, focused on the topic of organic growth within the wealth management industry. They explore crucial industry trends, the impact of these trends on firms’ growth strategies, and the opportunities arising from the great wealth transfer.

Dan and Yelena discuss:

  • Industry Trends and Market Landscape: Dan and Yelena discuss current trends impacting firms, including consolidation, the rise of private equity money, and the increasing cost of acquiring new clients
  • Challenges and Opportunities for Firms: The importance for firms to design organic growth strategies tailored to future targets and partnerships, acknowledging the urgency in translating strategy into practice to stay competitive.
  • Investing in Organic Growth: Dan and Yelena emphasize the necessity for firms to invest in resources, technology, and processes focused on organic growth, emphasizing the need for strategic planning amid the wealth transfer expected in the next decade.

Connect with Yelena Melamed:

Connect with Dan Gilmartin: 

About our Guest: 

Yelena Melamed is a versatile and results-centric leader with expertise in product management, strategy development, and cultivating highly productive teams. She possesses broad knowledge of organization and consumer-facing platforms, as well as emerging technology. Yelena has demonstrated success in simplifying complex issues, change management, and prioritizing total cost of ownership and delivery.

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