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Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares their inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners. Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth.
Rob reveals the importance of being a “safe pair of hands” for clients, the nuances of retirement planning, and what it means to be a family-focused financial guardian. This episode offers insights into the human side of financial advising and the meaningful connections that drive success.
- (00:00 – 0:02:18) Rob McCaw and his career journey
- (02:18 – 04:34) The parallels between umpiring and financial advising
- (04:34 – 06:13) Rob’s passion for building relationships
- (06:13 – 08:45) The importance of being a “safe pair of hands” for clients
- (08:45 – 11:45) The concept of retirement planning
- (11:45 – 13:35) Rob’s money personality
