Grow Organically

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 wealth management, strategies on def...

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 stra...

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 strategie...

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...

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 succ...