Five Traits Consistently Found in Faster-Growing Advisory Firms

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, Founder of MK Wealth Marketing. Together, they break down what organic growth truly means, how top independent RIAs are structuring their marketing teams, and the patterns that show up consistently in faster-growing firms.

Dan discusses:

Kicking off Season 3 and introducing the RIA Growth Marketing Proficiency Report
How organic growth is defined, stripping out M&A and market-driven gains
The four marketing proficiency levels, from generalists to data-driven growth teams
Five key attributes of faster-growing firms: specialization, accountability, intentional investment, data-driven funnel math, and executive alignment
And more

Five Traits Consistently Found in Faster-Growing Advisory Firms

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