Grow Organically

Catchlight

Welcome to Grow Organically, the podcast presented by Catchlight(SM) where we host candid discussions with wealth management and financial pros. Each episode, we break down factors that affect growth at wealth management firms and how organizations can continue to be forward-thinkers in today’s competitive landscape. Join us as we chat with industry leaders and uncover actionable insights and success stories to help you achieve your growth goals. This podcast is for informational and educational purposes only. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. To learn more, visit: catchlight.ai.com Catchlight Insights LLC. © 2024 Catchlight Insights LLC. All rights reserved. read less

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EP 10 – Deep Dive on Referrals and Cross Over with Todd Cassler

EP 10 – Deep Dive on Referrals and Cross Over with Todd Cassler

What skyrockets growth in wealth management? Daniel Gilmartin speaks with Todd Cassler, Chief Growth Officer at Cerity. They delve into innovative strategies that can not only drive growth but can redefine it in today’s competitive market landscape. Get insights from Todd’s extensive experience across wealth management, asset management, and retail sectors, offering a treasure trove … Read More Read More

Episodes

EP 10 – Deep Dive on Referrals and Cross Over with Todd Cassler

EP 10 – Deep Dive on Referrals and Cross Over with Todd Cassler

What skyrockets growth in wealth management? Daniel Gilmartin speaks with Todd Cassler, Chief Growth Officer at Cerity. They delve into innovative strategies that can not only drive growth but can redefine it in today’s competitive market landscape. Get insights from Todd’s extensive experience across wealth management, asset management, and retail sectors, offering a treasure trove … Read More Read More

EP 9 – The Holistic Service Model with Jamie Hopkins

EP 9 – The Holistic Service Model with Jamie Hopkins

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 … Read More Read More

EP 8 – Tech, Talent, and Experimenting with Mark Bruno

EP 8 – Tech, Talent, and Experimenting with Mark Bruno

Are you ready to learn about some of the highest-performing financial advisory firms? Discover innovative organic growth strategies from industry leader Mark Bruno, exploring crucial topics from growth-oriented compensation to data-driven decision-making. In this episode of Grow Organically, Dan Gilmartin hosts Mark Bruno, Managing Director and Head of Strategic Advisory for Emigrant Partners, to dive … Read More Read More

EP 7 – How Organic Growth Can Boost Your M&A Strategy

EP 7 – How Organic Growth Can Boost Your M&A Strategy

Are you curious about why organic growth in the wealth management sector is often stagnant and how you can turn the tide? Dan Gilmartin chats with Gary Roth, Co-Founder and Co-CEO of Modern Wealth Management, about the complexities of organic growth in today's competitive financial landscape. Gary shares valuable insights drawn from his extensive experience … Read More Read More

EP 6 – Building a Marketing Foundation Before Lead Gen with Crystal Mathis

EP 6 – Building a Marketing Foundation Before Lead Gen with Crystal Mathis

Are you ready to uncover the strategic insights that can transform your wealth management practice? Dan Gilmartin engages in an insightful dialogue with Crystal Mathis, the CMO and Partner at Signature FD, to delve into the intricacies of driving organic growth in highly regulated industries. With a rich background in marketing and communications, Crystal shares … Read More Read More

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

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 … Read More Read More

EP 4- The Power of Niche Marketing with Kristen Luke

EP 4- The Power of Niche Marketing with Kristen Luke

Did you know that financial advisors who narrowly focus on a specific niche enjoy an average income of $660,000, compared to $395,000 for their non-niche counterparts? Daniel Gilmartin welcomes Kristen Luke, founder of Kaleido and author of Uncomparable, discuss how financial advisors can stand out by specializing in niche markets. Kristen shares her journey in … Read More Read More

EP 3 – The Evolution of Marketing in Wealth Management with Angela Giombetti

EP 3 – The Evolution of Marketing in Wealth Management with Angela Giombetti

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 … Read More Read More

EP 2 – 5 Levers of Growth with Tim Welsh

EP 2 – 5 Levers of Growth with Tim Welsh

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 … Read More Read More

EP 1 – Intro to Grow Organically

EP 1 – Intro to Grow Organically

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 … Read More Read More

Grow Organically Trailer

Grow Organically Trailer

Welcome to Grow Organically, the podcast presented by Catchlight(SM) where we host candid discussions with wealth management and financial pros. Each episode, we break down factors that affect growth at wealth management firms and how organizations can continue to be forward-thinkers in today’s competitive landscape. Join us as we chat with industry leaders and uncover … Read More Read More