Why Financial Advice Gets Better at Scale ft. Cameron Passmore (EP.261)
About this episode
In this episode, Peter Lazaroff and Cameron Passmore discuss the scalability of financial advice and the evolving landscape of advisory firms.
Hiring a financial advisor is a big decision. My "How to Interview a Financial Advisor" worksheet gives you the tools to navigate the process and choose an advisor who fits your goals. Download it for free . ----- In this episode, I'm joined by Cameron Passmore, co-host of The Rational Reminder and a leader at PWL Capital, to discuss whether financial advice can scale without getting worse. We explore why the portfolio problem may be easier to solve than the advice-business problem, and what advisors need to do once low-cost, evidence-based investing becomes the starting point rather than the value proposition. Listen now and learn: ► Why Cameron believes the future of advice depends on better firms, not just better portfolios ► How fee transparency could force advisors to better define and defend their value ► What scaled advisory firms can do that solo advisors and smaller practices often cannot ► How private markets, AI, and investor behavior will shape the next decade of financial advice Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant ( …
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