BUILDERS podcast

Why up to 50% of Savvy Wealth’s marketing budget goes towards experimentation

24/3/2026
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24:35
Manda indietro di 15 secondi
Manda avanti di 15 secondi

Savvy Wealth is an AI-enabled platform for independent financial advisors — solo operators and small teams — that handles everything from CRM and billing to compliance, investment management, and financial planning. In this episode of BUILDERS, I sat down with Ritik Malhotra, Founder & CEO, to get into the GTM mechanics behind selling into one of the most trust-locked markets in financial services: advisors who don't just buy software — they move their entire business.

Topics Discussed:

  • What Ritik took — and deliberately inverted — from watching Brex scale from ~$5M to $100M in revenue in a single year
  • Why Savvy's GTM motion is structurally closer to recruiting than B2B sales — and what that means for team design
  • How a data science-driven "likelihood to move" model shapes top-of-funnel targeting
  • What's actually driving growth: brand trust and advisor word-of-mouth over outbound
  • Why cold email and conference booths underdelivered, and the experimentation framework Ritik runs instead
  • How Savvy deliberately blends adjacent-industry sales talent with wealth management insiders
  • Why the "AI replaces the advisor" framing gets the value prop of human financial guidance fundamentally wrong
  • The long-term vision: a fully vertically integrated operating system for financial advisors, orchestrated by proactive AI agents

// Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io

The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co

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Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

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