Episode Description
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 can 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 can be crucial for growth
- (10:44) How niche specialization can transform client acquisition
- (16:21) The rise of growth through cross-sell partnerships
- (25:40) The evolution from brand marketing to performance marketing
- And more
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. Catchlight was launched in 2022 with a mission to help financial advisors accelerate organic growth, serving as an “AI powered assistant”, saving time and effort in clients’ marketing, sales and relationship building initiatives. Catchlight now works with hundreds of advisory firms, from small to large, helping to power growth with integrations to leading CRM, content and digital marketing solutions. Wilbur also serves as a Managing Director of Fidelity Labs, with insight to related startups in the Labs portfolio. Prior to Fidelity, Wilbur led 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.
Connect with Wilbur: