Grow Organically

EP 25 – What High-Growth RIAs Do Differently with Mary Kate Gulick

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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

    • Resources:

    • Access the RIA Growth Marketing Proficiency Report at Catchlight.ai

      • Connect with Dan Gilmartin: 

      • Catchlight
      • LinkedIn: Daniel Gilmartin

        • About our Guest: 

        Mary Kate Gulick is the Founder of MK Wealth Marketing and a seasoned marketing leader in the financial services industry. She has held leadership roles at firms including FiComm, Carson, TD Ameritrade, and IBM. Mary Kate specializes in helping wealth management firms align brand, strategy, and growth initiatives to drive measurable results.

        Connect with Mary Kate Gulick: 

        • MK Wealth Marketing
        • LinkedIn: Mary Kate Gulick
          • ...more
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