Tag: Personalization
EP 21 – Building Growth Through Trust and Education with Sophie Benander

EP 21 – Building Growth Through Trust and Education with Sophie Benander

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Growth does not come from pushing harder. It comes from creating trust, education, and genuine partnership.

What happens when a firm shifts from chasing transactions to scaling relationships? How does language shape culture and outcomes in financial services?

In this episode, Dan Gilmartin speaks with Sophie Benander, SVP of Growth and Partnerships at SageView, about reframing growth as an outcome of trust. She shares how education, alignment across business lines, and intentional partnerships deepen client relationships and create lasting value.

Key points:

  • How SageView grew from a retirement-focused firm into one that integrates wealth, financial wellness, and participant engagement while scaling trust rather than chasing scale
  • Why education is at the center of every growth initiative, empowering people to make informed financial decisions with confidence
  • How shifting from “cross-sell” to “cross-company partnerships” changed internal culture and strengthened client relationships
  • The role of steering committees, retirement consultants, and wealth advisors in creating aligned, client-centered experiences
  • How data integration, CRM triggers, and personalized outreach connect education to timely action and meaningful client journeys
  • And more!

Connect with Dan Gilmartin: 

Connect with Sophie Benander: 

About Our Guest: 

Sophie is an experienced leader with deep expertise at the intersection of Wealth Management and Institutional Retirement Planning. As Senior Vice President of Growth & Partnerships at SageView, she leads the firm’s business development, growth marketing, and strategic partnership efforts, working to expand access to personalized financial guidance and enhance the financial well-being of plan participants.

Passionate about financial empowerment, Sophie is committed to helping individuals and their families achieve long-term financial security, both within their retirement plans and beyond. She develops and oversees integrated marketing strategies, lead generation initiatives, and financial wellness campaigns that align SageView’s institutional services with participant needs.

Prior to joining SageView, Sophie served as Assistant Director of Wealth Management at RWA Wealth Partners, where she led a team of advisors and coordinated strategic initiatives across the firm. With over 17 years of experience in the financial services industry, she has achieved notable success in mutual funds custody, 401(k) business line development, and strategic planning for wealth management services.

Sophie’s academic qualifications include a Bachelor’s degree in Business Administration from the University of Central Florida and a Master’s in Business Administration from Quinnipiac University. She holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation. Her strategic vision and commitment to client success continue to drive meaningful outcomes across SageView’s national platform.

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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 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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