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Growth in wealth management often comes down to trust, process, and knowing where to focus.
How do you build stronger referral partnerships with accountants and custodians? How can predictive analytics and technology enhance client relationships without losing authenticity?
In this episode of Grow Organically, host Dan Gilmartin speaks with Chris Thom, CFP®, ChFC, CLU, CWS, Executive Vice President and Strategy and Partnerships Officer at Sequoia Financial Group, about how his firm drives growth through referrals, wallet share expansion, and technology-led client engagement.
Chris shares lessons on scaling trust, focusing on strengths, and leveraging innovation to deliver integrated client experiences.
Key takeaways:
- How Sequoia deepened partnerships with accountants through co-location, events, and knowledge-sharing
- The firm’s disciplined process for maximizing referral conversions and building credibility
- Using predictive analytics to help expand wallet share while preserving advisor-client trust
- The role of AI and marketing insights in creating proactive, value-added client conversations
- Why firms should focus on core competencies and resist the “fear of missing out” on the latest trend
- And more!
Related: Who Will Inherit $123 Trillion? Key Stats Every Financial Advisor Must Know