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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 (⁠https://thepodcastconsultant.com⁠)

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