Daniel Gilmartin
Catchlight AI is dedicated to helping registered investment advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them. Learn more here.
Articles by Daniel Gilmartin
- Future of Advice
The Future of Organic Growth: How Data, Trust & Tech Are Rewriting Wealth Management
Can strengthen partnerships across business lines, optimize referrals with automation, and leverage custom data models to make better, faster decisions.
- Future of Advice
How Sequoia Financial Scales Trust—and Growth—Through Partnerships and Predictive Tech
Chris shares lessons on scaling trust, focusing on strengths, and leveraging innovation to deliver integrated client experiences.
- Research
Who Will Inherit $123 Trillion? Key Stats Every Financial Advisor Must Know
We compiled the top statistics and insights on this potential massive opportunity so firms have ideas on how they might be able to capitalize.
- Future of Advice
Organic Growth Is Back: What Will Separate Tomorrow’s Wealth Management Winners From the Rest
How firms can position themselves for sustainable growth and stronger valuations through organic initiatives that truly empower advisors.
- Future of Advice
Your Funnel Isn’t Broken — Your Focus Is: Rethinking Growth in Financial Marketing
What if we stopped treating growth like a game of chance and started treating it like a game of chess?