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!
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