Helping Advisors Meet New Challenges with Mike Watson

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

Related: Helping Today’s Financial Advisors Realize Their Full Potential

Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. Learn more here.