Episode 74 – Helping Advisors Meet New Challenges– With Mike Watson
March 3, 202221m 47s
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Show Notes
Mike Watson is the head of RIA Services at Axos Advisor Services, a hybrid custodian and financial services company that offers powerful, integrated custodial and banking solutions designed to enable RIAs to offer a wider range of services to their clients.
In this episode of Power Your Advice, Doug and Mike talk about Mike’s 30+-year career in financial services and his perspective on some of the challenges advisors face today. They also discuss:
- How advisors must continue to iterate and refine their value proposition over time while demonstrating the value they provide
- How advisors can work with their technology partners to navigate the ever-changing tech landscape
- What’s going on with the great generational wealth transfer
- What Mike sees coming in the regulatory landscape
- Why Mike is excited about Axos Advisor Services and its opportunity to serve advisors
Resources: Axos Advisor Services