business
Hosted by Catchlight · business · EN-US
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.
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchWelcome 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.
Grow Organically is hosted by Catchlight. The show has published 32 episodes to date.
Recent episodes include "EP 28, No Lead Left Behind: A Modern Approach to Organic Growth with Samantha Allen" (10 August 2026, 40 minutes), "EP 27, Building a High-Performance Culture at an Advisory Firm with Michael Graham" (3 June 2026, 34 minutes), and "EP 26, How RIAs are Using AI to Create Better Marketing with Michele Welsh" (22 April 2026, 38 minutes).
Grow Organically publishes roughly monthly, with episodes averaging 35 minutes across 32 episodes.
Booking probability for Grow Organically is 31%, and the host is rated Selective on guests. Grow Organically requires a Pod Score of 80 or higher. Grow Organically's contact route on record: verified email.
The strongest fits for Grow Organically are Investing & Wealth Management and Investment Banking & Trading. Grow Organically has a business audience.
Catchlight hosts Grow Organically, a business podcast with 32 episodes published.
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Grow Organically
Organic growth is becoming more challenging for many advisory firms, especially as competition for attention continues to increase. How do you create a marketing strategy that consistently attracts qualified prospects...
What if your daily actions were directly shaping the life you’ll look back on years from now? And what if growth, both personal and professional, could be engineered with clarity and discipline? In this episode, Dan...
Growth gets harder when every firm has access to the same tools. What separates strong marketing is not the software itself, but the judgment, structure, and empathy behind how it is used. In this episode, Dan Gilmartin...
What actually separates firms that grow organically from those that rely on referrals and market lift? Daniel Gilmartin discusses the launch of Catchlight’s RIA Growth Marketing Proficiency Report with Mary Kate Gulick...
Sustainable growth does not come from chasing every tactic available. It comes from clarity, consistency, and systems that respect how people actually make decisions. In this replay episode, Dan Gilmartin sits down with...
Grow Organically
Organic growth sounds straightforward, but for many firms it remains one of the hardest challenges to solve. What happens when client demand slows, marketing feels risky, and internal teams struggle to connect the dots...
Partnerships, referrals, and metrics: three core themes shaping the future of organic growth in wealth management. In this episode of Grow Organically, host Dan Gilmartin sits down with Yelena Melamed, Chief Product...
Grow Organically
Growth in wealth management often comes down to trust, process, and knowing where to focus. How do you build stronger referral partnerships with accountants and custodians? How can predictive analytics and technology...
Grow Organically
Organic growth has become the defining challenge and opportunity for firms in wealth management. Despite resilient demand, many firms struggle to scale sustainably in a market shaped by rising expectations and shifting...
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...
Grow Organically
Organic growth in wealth management requires more than just good marketing. It demands alignment, testing, and a process-driven funnel. In this episode, Dan Gilmartin interviews John Wernz, Partner and Strategic Advisor...
Grow Organically
Speed matters, but connection matters more. In this episode of Grow Organically, Dan Gilmartin speaks with Caleb Stinson, Chief Marketing Officer of Exencial Wealth Advisors, about creating meaningful connections in the...
Grow Organically
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...
Grow Organically
What makes wealth management thrive in today’s fast-paced world? Catchlight’s Dan Gilmartin chats with Marissa Fox-Foley, Chief Marketing and Communications Officer at Choreo, about the art of blending...
Grow Organically
What’s holding your firm back from real, sustainable growth? It might not be what you think. Join Dan Gilmartin as he sits down with Anand Sekhar, a seasoned professional from Fidelity Charitable. With insights from a...
How can financial advisors leverage technology to boost growth? Daniel Gilmartin dives into a tech-forward conversation with industry leader Jim Mocci, Managing Director and Head of Marketing at EP Wealth. With a...
What happens when the art of persuasion meets the science of numbers in wealth management? Dive into a compelling conversation between host Dan Gilmartin and Brad Boekestein, Chief Marketing Officer at Allworth...
Grow Organically
What is the special ingredient to sustainable growth in wealth management? Dan Gilmartin converses with David Canter, a seasoned CEO at Finley Point Strategy who has donned many hats in the finance sector, including...
Are you curious about what the future holds for wealth management in 2025? Dive into our season finale as Dan Gilmartin speaks with Wilbur Swan, CEO and Co-founder of Catch Light, about next year’s trends in the...
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...
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