Beyond the Portfolio: The Heart of Relationship-Based Advising

February 5, 2026

Here’s what we discuss in this episode:

🤝 Relationship-Based Advice: Why advisory work must go deeper

⚠️ Transactional Pitfalls: Where surface-level advice breaks down

❤️ Compassion in Planning: Preparing for life’s hardest moments

🛡️ Trust and Advocacy: Standing on the client’s side

🔍 Discovery Through Care: Understanding lives, not just numbers

Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough. Today, Rob talks about the difference between transactional advisory relationships and those built on genuine care, advocacy, and trust.

Go inside the episode:

0:00 – Intro

0:58 – Warning of Transaction-Only Advisors

3:14 – Being an Advocate for Clients

6:25 – Emphasis on People, Over Portfolios

8:08 – Making a Difference in Client Lives

10:05 – True Definition of Success

Helpful Resources:

Phone: 801-717-9237

Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book

Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

Subscribe & Follow The Show On Your Favorite Apps:

YouTube

Spotify

Apple Podcasts

Amazon Music

iHeart Radio

Podchaser

< Older Post

Newer Post >

The Ultra Wealthy Framework: How the Ultra Wealthy Actually Build Wealth

By Rob Shelton • February 19, 2026

Rob walks through the exact framework affluent families use to build, protect, and sustain wealth across generations.

Retirement Myths That Quietly Wreck Good Plans

By Rob Shelton • February 12, 2026

Here’s what we discuss in this episode: 📚 Heavy Plans: Why bigger binders don’t mean better planning 📜 Estate Simplicity: Is a will alone enough? 💔 Spousal Income: The real financial impact after a spouse passes 📉 Stocks-to-Bond: Why age alone shouldn’t drive investment shifts ⏸️ Spending Freeze: Why “just spending less” rarely works in downturns

Small Shifts, Big Impact: 3 Lessons from New Zealand’s Hot Water Beach

By Rob Shelton • January 29, 2026

On a family trip to New Zealand, Rob experienced that exact lesson, while digging hot tubs in the sand at Hot Water Beach.