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 underneath 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 subsequent section of progress required a special method. By combining with a bigger monetary conglomerate, he positioned the agency to pursue one other 10X progress alternative within the decade forward.
Pay attention in as Cameron shares how his agency achieved explosive progress 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 method that isn’t typical within the Canadian recommendation panorama. Cameron additionally discusses his agency’s funding in an institutional-grade information lake to reinforce the shopper expertise, how their planning groups function effectively at scale, and why at all times being open to new connections has led to a few of his largest enterprise alternatives.
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