What can help skyrocket growth in wealth management?
Daniel Gilmartin speaks with Todd Cassler, Chief Growth Officer at Cerity. They delve into innovative strategies that can not only drive growth but can redefine it in today's competitive market landscape. Get insights from Todd’s extensive experience across wealth management, asset management, and retail sectors, offering a treasure trove of knowledge on organic and inorganic growth avenues.
Todd shares pragmatic advice on:
(05:45) The best practices for maximizing referral programs
(08:06) Enhancing efficiency with AI in lead generation
(10:46) Unlocking potential through cross-selling strategies
(13:29) The importance of strategic partnerships and segmentation
...and more
Discover how to prioritize your time effectively, optimize your lead funnel, and ultimately, tailor a growth strategy that can suit your firm. Tune in now for a story-driven episode filled with actionable insights and real-world experience, crafted to help financial advisors propel their growth journey.
About our Guest:
Todd Cassler is the Chief Growth Officer and a Partner in Cerity’s Boston office. He is a member of the firm’s Leadership Team. Todd is responsible for driving the firm’s growth strategy, sales, and execution. He has over 20 years of experience in financial services.
Connect with Todd Cassler: