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

Grow Organically
17/12/2024 39 min
EP 12 – Season 1 Finale & 2025 Predictions with Wilbur Swan

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Episode Synopsis

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 …

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