Power Your Advice

Episode 74 – Helping Advisors Meet New Challenges– With Mike Watson

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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

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