Tag: Personalization
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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