Tag Archives: #AxosAdvisorServices

Episode 106 – Financial Services Continues to be a Winning Industry – With Gino DeRango

August 12, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #AxosAdvisorServices, #DouglasHeikkinen, #EndInvestors, #FinancialAdvisors, #FinancialServices, #GinoDeRango, #IndustryEnvironment, #RIAspoweryouradvicepodcast

Gino DeRango is the Senior Vice President, National Sales Manager at Axos Advisor Services, a hybrid custodian and financial services company with powerful integrated custodial and banking solutions that enable RIAs to offer a wider range of services to their clients.

Doug and Gino talked about the current environment of the financial services industry and the opportunities that are in front of advisors.

They also discussed:

The major changes in financial advising over the last two decades
How the industry can better focus on the end investor to ensure people are getting educated
Why Gino feels that Axos Advisor Services is going to be successful
What has him excited about joining the company
How the industry can become winners

Resources: Axos Advisor Services

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Episode 88 – Winning Strategies of Elite RIAs (Part One) – With Mike Watson

May 19, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #AxosAdvisorServices, #DouglasHeikkinen, #FinancialAdvisors, #HolisticAdvisor, #MikeWatson, #PowerYourAdvice, #RIAs, #WinningStrategiesofEliteRIAspoweryouradvicepodcast

Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to financial advisors. In his role as the head of RIA Custody there, Mike Watson is in a unique position to observe, understand and help advisors make sense of the constant evolution of client expectations and their own business models.

In today’s episode, Doug and Mike talk about Axos Advisor Services recent research study: “Winning Strategies of Elite RIAs”:

Who are these elite RIAs, and what makes them “elite”
What characteristics make them unique
Strategies that make RIAs more productive and profitable
How elite RIAs define themselves differently from others in the same space
Why their service model and use of capital sets them apart
How are elite RIA fees different from other, and whether or not Mike sees a change coming to fee structures

Resources: Axos Advisor Services

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Episode 80 – Build the Holistic Offering Your Clients Need – With Mike Watson

April 6, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #Annuities, #AxosAdvisorServices, #Banking, #DouglasHeikkinen, #FinancialAdvisors, #HolisticAdvisor, #Insurance, #MikeWatson, #PowerYourAdvice, #RIAspoweryouradvicepodcast

In today’s episode, Doug and Mike talk about the re-emergence of the term “holistic advisor” and how the convergence between advisory practice types is driving advisors to once again redefine their practices to differentiate themselves. They also talk about

What it means to be a holistic advisor in 2022
The value of becoming a more holistic advisor – for their clients and for their practice
Why younger advisors are more likely than older to adopt this model
What trends Axos Advisor Services is seeing as their clients work to expand their offering to banking solutions, insurance, annuities and other solutions
What are some first steps advisors can take to expand their offering and build deeper relationships with clients
How expanding your offering is good for your clients

Resources: Axos Advisor Services

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

March 3, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #AxosAdvisorServices, #Custody, #DouglasHeikkinen, #FinancialAdvisors, #MikeWatson, #PowerYourAdvice, #RIAspoweryouradvicepodcast

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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