ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "EP 10 – Deep Dive on Referrals and Cross Over with Todd Cassler"
Episode Synopsis
What skyrockets growth in wealth management? Daniel Gilmartin speaks with Todd Cassler, Chief Growth Officer at Cerity. They delve into innovative strategies that can not only drive growth but can redefine it in today’s competitive market landscape. Get insights from Todd’s extensive experience across wealth management, asset management, and retail sectors, offering a treasure trove …
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EP 23 – How this Forward-Thinking firm is using AI to Help Scale their Growth with Chris Thom
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EP 22 – Rethinking Growth in Wealth Management: Markets, Demographics & ROI with Jimmy Zhao
30/10/2025
EP 20 – Don’t Skip these Steps! How to Build a Scalable Marketing Machine with John Wernz
17/09/2025
EP 18 – Building Growth Engines with Personalization, Partnerships & Data with Matt Matrisian, MBA
07/08/2025
EP 17 – How Strategic Partnerships Drive Growth in Wealth Management with Marissa Fox-Foley
25/06/2025
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