Catchlight

Humbled and honored to win the WealthManagement.com Wealthie for Marketing Automation two years in a row! This is recognition of the awesome Catchlight team and our forward-thinking customers who push us everyday. Let's go team! #BuiltInLabs #Wealthies #WealthManagement

What do the fastest growing firms have in common? Mark Bruno says "They're thinking about how they organize their data in ways and at levels that very few firms are thinking about." Figuring out how to access and leverage prospect and client data in a compliant and effective way is daunting, but a necessary undertaking for growing firms. Tune into the latest episode of Grow Organically with guest Mark Bruno, Managing Director and Strategic Advisory from Emigrant Partners to catch all the details! ?? Apple Podcasts: https://lnkd.in/dtaUtNKG ?? Spotify: https://lnkd.in/d3mJxacB ?? Amazon Podcasts: https://lnkd.in/d8cKkgFC #BuiltInLabs #Catchlight #GrowOrganically #Podcast #OrganicGrowth

Discover how some leading wealth management firms achieve high double-digit growth. Join Daniel Gilmartin and Mark Bruno on the Grow Organically podcast as they explore the importance of strategic compensation, data organization, and a growth mindset. You'll hear them discuss: - Strategic planning and productivity - How strategic compensation and data-driven approaches can help enhance your firm's growth - Key attributes of fast-growing firms Firm leaders, this is a must-listen for you! ?? Apple Podcasts: https://lnkd.in/gYFw8Xcq ?? Spotify: https://lnkd.in/gwZA_MSF ?? Amazon Podcasts: https://lnkd.in/gkwfz8PZ #BuiltInLabs #Catchlight #GrowOrganically #Podcast #OrganicGrowth

If you’re at #FidelityInsideTrack San Diego, let’s connect! Wilbur Swan and Shannon Dwyer are attending and ready to talk organic growth and more. What topics are you most looking forward to?

Our 80+ pages of actionable growth strategies is completely free. And most of it, you can access without even completing a form. Today we published the 4th chapter of the Levers of Growth ebook on our blog which covers the opportunity for firms to cross-over or cross-sell. Cross-over could be a huge source of growth for firms that have accounting, tax, insurance, or bank clients. There are likely individuals ripe for wealth management services. But how do you identify them efficiently? Check out this latest blog post for ideas, and download our eBook which includes additional information, like playbooks and quotes from industry pros. Tim Welsh, CFP #OrganicGrowth #Crossover #BuiltInLabs

Going to RIA Edge West next week?? ? Catchlight's Head of Sales and Marketing, Daniel Gilmartin, will be in Marina Del Rey to participate in the CMO Think Tank! ? With 2025 planning already kicking off, this conversation couldn't come at a better time.? ? We hear from CMOs, CEOs and growth leaders that the typical formula to growth is no longer enough. Modern firms should be thinking about data, personalization, and nailing marketing basics to help hit their growth goals. ? Reach out to Dan directly to book a meeting while in person! Wealth Management EDGE #RIAEdgeWest ?

We are thrilled to share we are finalists for two 2024 US FinTech Awards!? ? ?? Catchlight is a finalist for Disrupter of the Year. ?? Yelena Melamed, Co-founder and Head of Product, is a finalist for Innovator of the Year. ? This is a testament to the entire team's focus on building products that help firms forge a path to scalable growth.? ? We're excited for what's ahead, there's so much more to come! ? #usfintechawards #disruption #wealthtech #fintech #builtinlabs

Ready to revamp your advisory team's dynamics? What if everyone on your team could focus on what they love and excel at? This isn’t fiction—it's a strategic reality! How do you align roles and responsibilities with the skill sets and passions of your team members within your firm? #GrowOrganically #SkillAlignment #TeamPerformance #StrategicGrowth

Have you ever felt that once your practice reaches a certain level of success, growth becomes an afterthought? It's a common scenario that many financial advisors encounter. They hit their target income, feel content, and lose the intrinsic drive to push further. But what if this contentment could be a hidden obstacle to even greater success? How do you plan to stay ahead of the curve? Let us know! https://bit.ly/GOP_EP_7 #GrowOrganically #FinancialAdvisors #FutureGrowth #FinancialSuccess

Are you curious about why organic growth in the wealth management sector is often stagnant - and how you can turn the tide? Now on Grow Organically, hear from Gary Roth of Modern Wealth Management on the starting assumptions of organic growth and why is it crucial to understand the underlying condition of each firm and its capacity for growth. Listen to Gary's full episode: https://lnkd.in/e5V7ignC #BuiltInLabs #Podcast #OrganicGrowth #WealthManagement