Cameron Passmore is the CEO of PWL Capital, a wealth administration agency based mostly out of Ottawa, Canada, that oversees simply over $5 billion Canadian {dollars} (or roughly $3.5 billion U.S. {dollars}) in property beneath administration for two,400 shopper households. What’s distinctive about Cameron is that after rising his agency’s income from $2 million to over $20 million as an impartial agency over the previous decade, he acknowledged that the following part of development required a distinct strategy. By combining with a bigger monetary conglomerate, he positioned the agency to pursue one other 10X development alternative within the decade forward.
Hear in as Cameron shares how his agency achieved explosive development by serving early Shopify staff, constructing a content material engine that has served as a key driver of inbound leads, and differentiating by means of a planning-first, passive investing strategy that’s not typical within the Canadian recommendation panorama. Cameron additionally discusses his agency’s funding in an institutional-grade knowledge lake to boost the shopper expertise, how their planning groups function effectively at scale, and why all the time being open to new connections has led to a few of his largest enterprise alternatives.
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