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Breaking the AUM Mold: Separating Planning From Investment
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 for the traditional model,
- whether the 1% fee is truly future-proof,
- how AI is starting to shape the investment process, and
- why paid lead generation can still drive growth.
If you’re thinking about how to evolve your business model—or questioning whether the “default” approach still makes sense—this episode offers a practical perspective.
Copper Beach Wealth
The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.
View all episodes
By Algorithmic Investment Models (AIM)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 for the traditional model,
- whether the 1% fee is truly future-proof,
- how AI is starting to shape the investment process, and
- why paid lead generation can still drive growth.
If you’re thinking about how to evolve your business model—or questioning whether the “default” approach still makes sense—this episode offers a practical perspective.
Copper Beach Wealth
The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.