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Breakout Session: Growth strategies for ambitious planning firms
Looking to exceed £5m in revenue over the next 5 years? Gain invaluable insights on driving ambitious growth within your financial planning business...
What does it take to build a million pound solo practice and a life you love? Is it even possible?
We’re excited to reveal our first breakout session, designed for advisers running solo/small/lifestyle practices, with the ambition to grow on their own terms! The session will help redefine what it means to run a successful lifestyle practice and stretch your mind on what’s possible for your team and clients.
Led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice.
The session will be moderated by own very own Kate Phillips and will provide meaningful discussion and interactive Q&A to fuel your growth with ideas and practical tips.
Meet the panellists
Paul Cleworth is MD at Tandem Financial, a firm he founded in 2016. As sole financial planner supported by three other team members, he grew the business to over £1.2 million in revenue, and his client relationships from 176 clients in 2016 (£44m AUM) to 210 families today (£120m AUM).
Warren Shute MSc., CFP is a Chartered Wealth Manager and director of Lexington Wealth and author of The Money Plan, an Amazon number 1 best selling book on personal finance. A multi-award winning financial planner, he is a regular contributor to the press, a weekly columnist for the Sunday Mirror and has appeared on TV and radio to raise the profile of financial planning in the UK.
