EP 22 – Rethinking Growth in Wealth Management: Markets, Demographics & ROI with Jimmy Zhao

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Grow Organically

Catchlight

24 episodes

1 week ago

Welcome to Grow Organically, the podcast presented by Catchlight(SM) where we host candid discussions with wealth management and financial pros. Each episode, we break down factors that affect growth at wealth management firms and how organizations can continue to be forward-thinkers in today’s competitive landscape. Join us as we chat with industry leaders and uncover actionable insights and success stories to help you achieve your growth goals.
This podcast is for informational and educational purposes only. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. To learn more, visit: catchlight.ai.com Catchlight Insights LLC. © 2024 Catchlight Insights LLC. All rights reserved.

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EP 22 – Rethinking Growth in Wealth Management: Markets, Demographics & ROI with Jimmy Zhao

Grow Organically

42 minutes 21 seconds

1 week ago

EP 22 – Rethinking Growth in Wealth Management: Markets, Demographics & ROI with Jimmy Zhao

Organic growth has become the defining challenge and opportunity for firms in wealth management. Despite resilient demand, many firms struggle to scale sustainably in a market shaped by rising expectations and shifting client demographics. In this episode, Dan Gilmartin speaks with Jimmy Zhao, CFA, Partner at McKinsey & Company, about what’s driving (and slowing) organic … Read More Read More