Tag: Wealth Management Trends
EP 12 – Season 1 Finale & 2025 Predictions with Wilbur Swan

EP 12 – Season 1 Finale & 2025 Predictions with Wilbur Swan

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Are you curious about what the future holds for wealth management in 2025?

Dive into our season finale as Dan Gilmartin speaks with Wilbur Swan, CEO and Co-founder of Catch Light, about next year’s trends in the financial advisory world. Wilbur shares his top five predictions for the wealth management industry in 2025, focusing on how AI will reshape growth strategies. Tune in to uncover insights on AI adoption, targeting younger generations like Henrys (High Earners, Not Rich Yet), and the power of niche specialization in client acquisition.

Wilbur discusses: 

  • (02:07) The imminent tidal wave of AI adoption in wealth management
  • (06:06) Why next-gen investors are crucial for growth
  • (10:44) How niche specialization transforms client acquisition
  • (16:21) The rise of growth through cross-sell partnerships
  • (25:40) The evolution from brand marketing to performance marketing
  • And more

Resources:

Connect with Dan Gilmartin: 

Connect with Wilbur Swan:

About our Guest: 

Wilbur Swan is the CEO of Catchlight.ai, which is a software startup incubated within Fidelity Labs.  Wilbur Swan is an accomplished speaker, innovator, and thought leader at the intersection of technology, data and artificial intelligence.  Wilbur also serves as a Managing Director of Fidelity Labs, with insight to related startups in the Labs portfolio.  Prior to Fidelity, Wilbur led the commercialization of the Thomson Reuters enterprise data and AI platform and was a co-founder of ContactNet (acquired by Thomson Reuters).  He is a founder of Good Sports, a non-profit launched in 2003 that enables “play for all” with donations of over $95 million in sporting goods country-wide to organizations working with over 9 million kids.

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