EP 21 – Building Growth Through Trust and Education with Sophie Benander скачать в хорошем качестве

EP 21 – Building Growth Through Trust and Education with Sophie Benander

Growth does not come from pushing harder. It comes from creating trust, education, and genuine partnership. What happens when a firm shifts from chasing transactions to scaling relationships? How does language shape culture and outcomes in financial services? In this episode, Dan Gilmartin speaks with Sophie Benander, SVP of Growth and Partnerships at SageView, about reframing growth as an outcome of trust. She shares how education, alignment across business lines, and intentional partnerships deepen client relationships and create lasting value. Key points: How SageView grew from a retirement-focused firm into one that integrates wealth, financial wellness, and participant engagement while scaling trust rather than chasing scale Why education is at the center of every growth initiative, empowering people to make informed financial decisions with confidence How shifting from “cross-sell” to “cross-company partnerships” changed internal culture and strengthened client relationships The role of steering committees, retirement consultants, and wealth advisors in creating aligned, client-centered experiences How data integration, CRM triggers, and personalized outreach connect education to timely action and meaningful client journeys And more! Connect with Dan Gilmartin: Catchlight https://catchlight.ai/ LinkedIn: Daniel Gilmartin https://www.linkedin.com/in/dangilmartin/ Connect with Sophie Benander: LinkedIn: Sophie Benander https://www.linkedin.com/in/sophie-benander/ Website: SageView https://www.sageviewadvisory.com/ About Our Guest: Sophie is an experienced leader with deep expertise at the intersection of Wealth Management and Institutional Retirement Planning. As Senior Vice President of Growth & Partnerships at SageView, she leads the firm’s business development, growth marketing, and strategic partnership efforts, working to expand access to personalized financial guidance and enhance the financial well-being of plan participants. Passionate about financial empowerment, Sophie is committed to helping individuals and their families achieve long-term financial security, both within their retirement plans and beyond. She develops and oversees integrated marketing strategies, lead generation initiatives, and financial wellness campaigns that align SageView’s institutional services with participant needs. Prior to joining SageView, Sophie served as Assistant Director of Wealth Management at RWA Wealth Partners, where she led a team of advisors and coordinated strategic initiatives across the firm. With over 17 years of experience in the financial services industry, she has achieved notable success in mutual funds custody, 401(k) business line development, and strategic planning for wealth management services. Sophie's academic qualifications include a Bachelor's degree in Business Administration from the University of Central Florida and a Master's in Business Administration from Quinnipiac University. She holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation. Her strategic vision and commitment to client success continue to drive meaningful outcomes across SageView’s national platform.