The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
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The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Building a Wealth Management Powerhouse with Cameron Passmore from PWL Capital
The Trusted Adviser
55 minutes 29 seconds
7 months ago
Building a Wealth Management Powerhouse with Cameron Passmore from PWL Capital
In this episode of The Trusted Adviser, host Rob Pyne sits down with Cameron Passmore, CEO and Portfolio Manager at PWL Capital and co-host of the Rational Reminder Podcast, to discuss the journey of PWL Capital, its commitment to evidence-based investing, and the firm's recent OneDigital transaction.
Cameron shares the key milestones that have shaped PWL’s success, from embracing a client-first philosophy and integrating financial planning with investment management to navigating industry shifts toward fee-based advice. He also delves into the importance of company culture, attracting top talent, and structuring a firm for long-term growth.
Key topics covered:✅ The evolution of PWL Capital from 1996 to today✅ Shifting to fee-based advice and embracing evidence-based investing✅ The power of team culture in financial planning firms✅ Lessons from content marketing and podcasting in growing an advice business✅ Insights into the OneDigital partnership and what it means for the future of PWL
Whether you’re a financial planner, business owner, or simply interested in what it takes to scale an advisory firm while staying true to core values, this episode is packed with actionable insights.
🎧 Listen now and gain valuable lessons from Cameron’s 30-year journey in financial advice!
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
