HeyJaredGrow Organically
Welcome to Grow Organically, the podcast presented by Catchlight(SM) where we host candid discussions with wealth management and financial pros.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 2, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 10, 2026
Latest episodes
EP 29 – How Financial Advisors Can Measure Marketing That Leads to Growth with David Franzke (opens the original)
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Marketing activity can look healthy on the surface while prospects quietly disappear somewhere deeper in the funnel. Knowing what to measure can reveal where attention, appointments, and opportunities are being lost. In this episode, Grow Organically host Dan Gilmartin speaks with David Franzke, Chief Marketing Officer at Advisors Excel, about building advisor marketing around clear business outcomes. They cover event marketing, seminar follow-up, funnel metrics, team goals, brand measurement, v
EP 28 – No Lead Left Behind: A Modern Approach to Organic Growth with Samantha Allen (opens the original)
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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 while giving advisors more time to focus on client relationships? In this episode, Dan Gilmartin sits down with Samantha Allen, Executive Vice President of Marketing at Merit Financial Advisors, to explore how marketing, sales, and technology can work together to create a repeatabl
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