Episode 32, Part 1 - Jon Macintosh: The Systems Behind Consistent Organic Growth

Most financial advisory firms focus on generating more leads when the real growth constraint sits elsewhere. Part 1 of this episode with guest Jon Macintosh explores how Saltus evolved from investment management to advice, why client trust drives retention, and how better data, sales capability and digital marketing helped create sustained organic growth. Listeners will learn how to identify hidden leaks in their revenue engine and improve conversion without simply increasing marketing spend.