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: (((((And moreResources:EP 4 – The Power of Niche Marketing with Kristen LukeEp 10 – Deep Dive on Referrals and Cross Over with Todd CasslerEP 11 – Maximizing Your Organic Growth Funnel with Michelle WinklesConnect with Dan Gilmartin: CatchlightLinkedIn: Daniel GilmartinConnect with Wilbur Swan:LinkedIn: Wilbur SwanAbout 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.1149679.14.0