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

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 yearWhy Savvy's GTM motion is structurally closer to recruiting than B2B sales — and what that means for team designHow a data science-driven "likelihood to move" model shapes top-of-funnel targetingWhat's actually driving growth: brand trust and advisor word-of-mouth over outboundWhy cold email and conference booths underdelivered, and the experimentation framework Ritik runs insteadHow Savvy deliberately blends adjacent-industry sales talent with wealth management insidersWhy the "AI replaces the advisor" framing gets the value prop of human financial guidance fundamentally wrongThe 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.ioThe 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//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