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.
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Topics covered
- The evolution of PWL Capital
- The culture of an evidence-based Firm
- The power of content marketing in financial services
- The OneDigital transaction & the future of advisory firms
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.