Breaking the AUM Mold: Separating Planning From Investment

About this episode

Brendan discusses with Adam Wojtkowski the separation of financial planning from investment management and its implications for different generations.

The traditional AUM model isn’t going away—but it may not be enough anymore. In this episode, Brendan sits down with financial advisor and former colleague, Adam Wojtkowski of Copper Beach Wealth Management, to discuss his decision to separate financial planning from investment management into two distinct offerings—and why that shift may better align with how different generations value advice. They cover the growing role of standalone planning, why younger clients aren’t wired fo...

People in this episode

Guest: Adam Wojtkowski

Topics covered

• AUM model
• financial planning
• investment management
• generational advice

Keywords

• standalone planning
• younger clients
• value of advice

Mentioned in this episode

Products: Copper Beach Wealth Management

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