Catchlight

🎙 Season 3 of Grow Organically is officially here! In our season opener, Mary Kate Gulick joins Daniel Gilmartin to unpack what separates high‑growth RIAs firms from those relying on referrals and market lift, exploring what organic growth truly means, and how leading firms structure their marketing teams. If you're a marketer in wealth management, give this a listen to dive into the details of what makes a high-growth team: https://bit.ly/48dqQO3 Plus, keep an eye out for a webinar on this topic! #BuiltInLabs #GrowOrganically

Can AI actually strengthen advisor-client relationships? Daniel Gilmartin joined Osaic’s podcast to discuss the organic growth challenge and how AI can enhance, not replace advisor relationships. He also shares what firms need to think about as they shape their strategies for the future of technology. 🎧 Give it a listen here: https://bit.ly/3PFfVGn #GrowOrganically #BuiltInLabs

We’re looking forward to joining the T3 Technology Conference 2026 in New Orleans from March 9-12! T3 is where the latest advisor tools, insights, and solutions that are shaping the future of advisor technology come together. Members of the Catchlight team will be part of the conversation, so reach out if you’d like to connect onsite! #BuiltInLabs #T32026

We’re excited to be attending the BISA 2026 Annual Conference in Hollywood, FL! This year’s theme, “Gather. Guide. Grow.,” brings together financial services professionals seeking to stay ahead in a rapidly evolving industry. Members of the Catchlight team are onsite; stop by the booth if you’d like to connect! You can also follow along for future events: 🔗 catchlight.ai/events #BuiltInLabs #BISA2026

Wondering how top advisory firms are reclaiming hours each week, focusing only on the prospects who are truly ready to engage? We’ve noticed that these firms have embraced predictive scoring to prioritize conversations that actually move the needle. Discover how predictive scoring can deliver time back for advisors and why it could be necessary to stand out among the competition: https://lnkd.in/efzedNeB #BuiltInLabs #OrganicGrowth

What if community banks could identify their strongest growth opportunities before their outreach begins? In this episode of Midwestern Securities’ Banking on Growth podcast, Daniel Gilmartin explores key shifts in how teams are engaging prospects more intentionally and driving measurable results in the age of data and AI. 🎧 Listen here: https://bit.ly/4txQd6e #BuiltInLabs #OrganicGrowth

You probably have firm-wide ICPs, but do you know your advisors' ICPs? Michelle Winkles, MBA joined Grow Organically and shared the importance of knowing the characteristics of an advisor of firm's clients. With a deep understanding of your clients, you could uncover niches and use that to guide your content strategy and growth plans. Listen to Michelle's full episode below and follow Grow Organically to get notified about new episodes! #BuiltInLabs #GrowOrganically

How do you drive organic growth in a market that never stops shifting? As we highlight standout conversations from earlier seasons of Grow Organically ahead of the Season 3 release, we’re revisiting an episode filled with actionable insights for advisors navigating today’s crowded marketplace. In this episode, Michelle Winkles, MBA breaks down how firms can use tech‑driven marketing and niche specialization to stand out where it really counts. 👉 Don’t miss this one, and don’t miss what Season 3 has in store: https://lnkd.in/em4HAxSp #BuiltInLabs #GrowOrganically

🎙️ Have you checked out Season 2 of Grow Organically yet? As we get ready to launch Season 3, we’re taking a moment to highlight a few standout conversations from Season 2 that continue to spark meaningful discussion. Start with this episode featuring Jimmy Zhao, CFA. He breaks down the data‑driven growth opportunities many firms overlook, why early‑stage marketing and referral programs so often fall short, and how workplace channels are reshaping advisor engagement. 👉 Listen now and kick off your countdown to Season 3: https://bit.ly/4rbKhxG #BuiltInLabs #GrowOrganically

Curious what the top RIA firms are doing differently to drive organic growth? We found that these firms have five key attributes to create intentional, measurable progress. These behaviors are creating clear separation from firms that haven’t evolved their approach. 🖐️ Explore all five attributes in our full RIA Growth Marketing Proficiency Report: https://bit.ly/4pCeyEH #BuiltInLabs #OrganicGrowth