EP 16 – Mastering Client Engagement: Strategies for Financial Advisors with Anand Sekhar скачать в хорошем качестве

EP 16 – Mastering Client Engagement: Strategies for Financial Advisors with Anand Sekhar

What’s holding your firm back from real, sustainable growth? It might not be what you think. Join Dan Gilmartin as he sits down with Anand Sekhar, a seasoned professional from Fidelity Charitable. With insights from a 20-year career in practice management and consulting, Anand shares how firms can outmaneuver market challenges like over-reliance on referrals and volatile clients. Discover how a firm’s tech stack could be its untapped goldmine and why relying on an erratic client influx is a misstep. Dan and Anand discuss: (01:08) Organic growth basics and debunking some common myths (06:50) Identifying the true ideal client profile (19:57) Why events and community building trump cold calling (26:46) Tech investments that investment firms should prioritize (30:54) AI’s game-changing potential in workflow automation and client interactions And more Connect with Dan Gilmartin: Catchlight https://catchlight.ai/ LinkedIn: Daniel Gilmartin https://www.linkedin.com/in/dangilmartin/ Connect with Anand Sekhar: LinkedIn: Anand Sekhar https://www.linkedin.com/in/sekhaa Fidelity Charitable® https://www.linkedin.com/company/fidelity-... About our Guest: Anand Sekhar is the Head of Segment Marketing at Fidelity Charitable, where he leads strategic efforts to engage financial advisors, institutions, and donors in achieving greater impact through philanthropy. With a deep background in wealth management and marketing strategy, Anand specializes in bridging the gap between financial advisory practices and charitable giving solutions. He is known for championing a purpose-driven approach to marketing—one that aligns business growth with social good. Anand regularly shares insights on how advisors can unlock new value for clients by integrating giving strategies into their overall wealth plans. His thought leadership has made him a respected voice in the intersection of finance, marketing, and generosity. Whether he’s discussing the power of niche engagement, the evolving expectations of high-net-worth clients, or the importance of storytelling in building trust, Anand brings a unique blend of clarity, compassion, and strategy to every conversation.