Tag: Wealth Management
EP 11 – Maximizing Your Organic Growth Funnel with Michelle Winkles

EP 11 – Maximizing Your Organic Growth Funnel with Michelle Winkles

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Creating a digital strategy to drive growth strategy can feel daunting. How do you know you are on the right track?

Daniel Gilmartin sits down with Michelle Winkles, Partner and Chief Marketing Officer at Mission Wealth, to delve into the art of organic growth. With a background in tech marketing and a passion for purpose-driven leadership, Michelle dives into the cutting-edge strategies she employs to fuel growth at Mission Wealth. From leveraging a robust digital lead-gen program to fine-tuning the mergers and acquisition process, Michelle shares insights that financial advisors can use to enhance their practice, emphasizing the importance of niche specialization as a critical strategy for differentiation in a crowded market.

Michelle discusses: 

  • (04:00) How Mission Wealth fosters integration over acquisition in mergers
  • (06:45) Tips for setting up a successful digital lead generation program
  • (10:45) Optimizing SEO and online presence for top-of-funnel growth
  • (13:30) The role of niche specialization in differentiating from the competition
  • (18:00) Deciding when a top-funnel lead is ready to transition to mid-funnel outreach
  • (24:00) Top KPIs to keep an eye on for organic growth through digital marketing
  • And more

Connect with Dan Gilmartin: 

Connect with Michelle Winkles:

About our Guest: 

Michelle Winkles is an energetic, innovative, and results-focused marketing professional with over 20 years of distinguished business leadership experience. As a Partner and Chief Marketing Officer at Mission Wealth, Michelle spearheads the firm’s strategic marketing initiatives, guiding overall vision, leadership, and the execution of marketing and business development programs.

A key part of her role is driving the firm’s digital growth strategy, where she has successfully developed and implemented a robust digital marketing funnel and growth engine. This includes building a comprehensive marketing technology stack designed to automate processes, enhance lead generation, and convert prospects into clients. Through her efforts, Michelle has streamlined marketing operations, expanded the firm’s digital footprint, and increased business opportunities.

She is responsible for creating end-to-end marketing strategies that integrate messaging, branding, digital presence, demand generation, content creation, research, and thought leadership. Michelle collaborates closely with department leaders across Mission Wealth to ensure marketing efforts align with the firm’s growth objectives in the B2B, B2C, and M&I sectors.

Recognized for her contributions to the business community, Michelle was named one of the “Top 40 Under 40” business professionals by the Pacific Coast Business Times in 2018, highlighting her role in reshaping leadership and the economy in the Tri-Counties.

Michelle earned her bachelor’s degree in communications from the University of California, Santa Barbara (UCSB) in 2005. Driven by a passion for continuous learning, she obtained a Marketing Professional Certification from UCSB Extension in 2012 and completed her MBA with a Certificate of Excellence in Entrepreneurship, Strategic Management, and Nonprofit Social Business from Antioch University, Santa Barbara, in 2017.

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EP 9 – The Holistic Service Model with Jamie Hopkins

EP 9 – The Holistic Service Model with Jamie Hopkins

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Are you maximizing your client relationships to their full potential? 

Let’s talk about how you can tap into organic growth and enhance your wealth management practice.

Dan Gilmartin sits down with Jamie Hopkins, Chief Wealth Officer at WSFS and CEO of Bryn Mawr Trust, to discuss strategies for accelerating organic growth in wealth management. Jamie shares his unique journey, emphasizing the importance of organic growth, client relationships, and trust in the industry. He discusses his roles at WSVS and Bryn Mawr Trust, the significance of cross-selling and holistic service models, and the impact of geography on client acquisition. Jamie highlights the importance of good talent for driving organic growth in the industry and the shift towards building trust with clients. Listeners will gain actionable insights on effectively engaging clients, maximizing existing relationships, and the importance of establishing client relationships from as early as the onboarding stage.

Dan and Jamie discuss: 

  • Jamie’s inspiring background and his path into wealth management
  • Strategies for cross-selling and providing holistic financial services
  • How expanding wallet share can unlock untapped potential in existing client relationships
  • Effective use of technology and personalized service to drive growth
  • And more

Connect with Dan Gilmartin: 

Connect with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®:

About our Guest: 

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® is the Chief Wealth Officer at WSFS Bank and the CEO of Bryn Maw Capital Management. In the past, he was the managing director of Wealth Solutions at Carson Group. Jamie is the founder and president of the FinServ Foundation and a finance professor at Creighton University.

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EP 5 – Secrets to Scaling Your Wealth Management Practice with Jen Abboud Smith

EP 5 – Secrets to Scaling Your Wealth Management Practice with Jen Abboud Smith

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Which prospects should you call next to maximize your conversion rates? The answer lies in harnessing the power of AI and data.

Dan Gilmartin sits down with Jen Abboud Smith, SVP of Investor Marketing at Carson Wealth, to delve into the strategies and insights that drive sustained growth in wealth management firms. Jen shares her extensive background from Amazon to Vanguard, and now Carson Wealth, exploring organizational challenges, the importance of clear communication between marketing and sales, and leveraging technology for efficient client acquisition.

Jen discusses: 

  • Navigating organizational challenges and enhancing leadership focus on organic growth
  • The dynamic relationship between marketing and sales for seamless collaboration
  • Implementing effective technology and tools for better upstream and downstream results
  • Strategies for long-term planning and adaptive execution in marketing
  • And more

Connect with Jen Abboud Smith:

Connect with Dan Gilmartin: 

About our Guest: 

Jen Abboud Smith is an inspirational ecommerce and marketing leader who is results-oriented and customer-focused. She has a proven ability to manage effectively during periods of dynamic change, with over 15 years of managerial experience in building, leading, and developing high-performing teams.

Jen believes the main role of a leader is to provide strategic vision, clarity of accountability, and the necessary resources to enable team members to perform at their best. She tends toward a coach/mentor style of leadership and values data-driven decisions, even if this means questioning her own assumptions.

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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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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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