How to Know if it’s Time for a New Custodian

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About This Episode

How can financial advisors navigate the changing custody landscape and keep up with the ongoing demands of their clients? My guest will discuss the keys to advisor success, including how technology is impacting the profession, advisors' biggest pain points, unique offerings that firms should consider for their clients, and how to find the right custodian who will help during times of transition and periods of uncertainty. This episode is for any advisor looking to differentiate themselves in the market, considering a new custodian, or going multi-custodial.

About Our Guest

Mike Watson is senior vice president, head of RIA custody for Axos Advisor Services.

With more than 25 years of financial service leadership experience, Mike has held leadership positions in practice and relationship management, retail and institutional management support, and business consulting. Most recently, he effectively oversaw relationship and practice management support to institutional clients within the national strategic account segment for TD Ameritrade Institutional. Mike holds a master’s degree in business administration from Cornell University and Queen’s University and a bachelor's degree in business administration/management from the University of Massachusetts. He holds Series 7, 9, 10, 63, and 66 securities licenses.

Show Notes

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