What does real growth look like for financial advisors and wealth management teams in today’s competitive financial landscape? With rising client expectations and increasing competition, firms need smarter ways to prioritize prospects, streamline workflows, and grow assets under management without wasting time or budget.

In this episode of Banking on Growth by Midwestern Securities, host Mike Graham sits down with Dan Gilmartin, CMO at Catchlight, to explore how AI-powered insights are transforming client acquisition, prospect scoring, and CRM automation. Learn how smarter data — not more data — helps advisors focus on the clients who matter most, personalize outreach, and drive meaningful ROI and long-term growth.

Dan explains how Catchlight builds comprehensive client profiles from minimal information, identifies high-propensity prospects, and saves advisors hours each week through automated research and enrichment. Mike highlights how disciplined processes, intentional marketing, and data-driven strategies amplify these insights, turning incremental improvements into sustainable success for community banks, credit unions, and wealth management firms.

✨ In this episode, you’ll discover:

• How AI-driven scoring helps advisors focus on high-propensity clients
• Ways to personalize outreach using career, life-stage, and interest data
• Why banks and advisors are shifting from broad campaigns to targeted, efficient marketing
• How CRM integration and automation can save advisors up to 6 hours per week
• Real examples of higher conversion rates, stronger LTV-to-CAC ratios, and long-term AUM growth
• The role of disciplined processes, ongoing training, and workflow efficiency for consistent wins

If you want to see how AI, data-driven insights, and strategic client acquisition can strengthen relationships, boost advisor productivity, and drive profitable growth, this episode is a must-watch for financial advisors, community bankers, and wealth management professionals.


🔗 Guest Links:
• Website: https://catchlight.ai/
• Connect with Catchlight: https://www.linkedin.com/company/catchlight-insights/
• Connect with Dan Gilmartin: https://www.linkedin.com/in/dangilmartin/
• Explore the Grow Organically Podcast: https://catchlight.ai/grow-organically-podcast

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Find our episode on one of these podcast channels:
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• Podcast Index
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Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999

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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.

If your bank needs a team that can help, visit https://midwesternsecurities.com/.

Member FINRA/SIPC

Community banks face growing competition from fintech platforms like Square. Merchant services, deposits, and lending are all at risk, and many institutions underestimate how fast the shift is happening.

Host Mike Graham, CEO of Midwestern Securities, is joined by Nellie Schlachter, Director of Strategic Partnerships at Evolv, a national provider of merchant services for banks and credit unions. With more than a decade of experience in bank management, Nellie brings a clear, insider perspective on how payment providers are expanding into full-service banking and why many financial institutions underestimate the risk.

Together, Mike and Nellie break down how merchant services have become a frontline defense for community banks. They discuss how platforms like Square attract business customers with speed and convenience, how that opens the door to deposits and loans, and how banks can respond with stronger programs, better education, and more intentional outreach. You will also learn what a truly robust merchant services strategy looks like, how to identify customers already working with Square, and how banks can win back wallet share through smarter engagement.

Links:

• Evolv Website
• Evolv on LinkedIn
• Nellie Schlachter on LinkedIn

If you work with community banks, credit unions, or financial advisors, this conversation offers practical insights on defending relationships, driving non-interest income, and staying competitive in a rapidly changing financial services landscape.

Watch the full video podcast Banking on Growth by Midwestern Securities for more conversations on growth, strategy, and the future of community banking.


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Find our episode on one of these podcast channels:
• Apple Podcasts
• Spotify
• Amazon Music
• Podcast Index
• Podcast Addict
• Podchaser
• Pocket Casts
• Deezer
• Listen Heart
• PlayerFM

For more information on strengthening your retail wealth management division, contact us, and let’s start talking!
https://midwesternsecurities.com/contact/

Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999

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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.

If your bank needs a team that can help, visit https://midwesternsecurities.com/.

Member FINRA/SIPC

The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with Jason Beiswenger and Chris Lockhart from Wipfli LLP to unpack the sweeping tax changes that could reshape your 2025 financial strategy.

From expanded SALT deductions and new Social Security breaks for seniors to full 100% bonus depreciation for business equipment and extended Qualified Business Income (QBI) deductions, this conversation breaks down where the real opportunities lie. You’ll also learn which provisions sunset early, which are permanent, and where the biggest planning pitfalls might be hiding.

Whether you’re a financial advisor, small business owner, or retiree trying to understand how OB3 affects your bottom line, this episode offers practical insight to help you make smarter tax and investment decisions this year.

Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999

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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.

If your bank needs a team that can help, visit https://midwesternsecurities.com/.

Member FINRA/SIPC