<p>Daniel Gilmartin, Chief Marketing Officer of Catchlight, and Andrew Johnson, Co-Founder & CEO of Testimonial iQ, offer a wealthtech perspective on the journey from prospect to client, and how modern advisors are professionalizing their sales funnels.</p>

Daniel Gilmartin, Chief Marketing Officer of Catchlight, and Andrew Johnson, Co-Founder & CEO of Testimonial iQ, offer a wealthtech perspective on the journey from prospect to client, and how modern advisors are professionalizing their sales funnels.

<p>Daniel Gilmartin, Chief Marketing Officer of Catchlight, and Andrew Johnson, Co-Founder &amp; CEO of Testimonial iQ, offer a wealthtech perspective on the journey from prospect to client, and how modern advisors are professionalizing their sales funnels.</p>

Blending Data and Trust in Advisor Marketing

Marketing Matchup is a bold new podcast hosted by Joe Anthony, President and Owner of Gregory—one of the nation’s top 10 financial PR and marketing agencies. Each episode brings together two senior marketing leaders—CMOs, heads of growth, and other top executives from RIAs, asset managers, wealthtech firms, and beyond—for an unfiltered discussion on the strategies and challenges shaping their businesses. The catch? Guests won’t know who they’re paired with until the recording begins, sparking authentic, unscripted conversations that reveal fresh insights and real-world perspectives. Tune in for candid debates, expert takes, and a front-row seat to the conversations driving the future of financial services marketing.

Share Blending Data and Trust in Advisor Marketing

Sign up to save your podcasts

Blending Data and Trust in Advisor Marketing

Blending Data and Trust in Advisor Marketing