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.
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.
Looking to exceed £5m in revenue over the next 5 years? Gain invaluable insights on driving ambitious growth within your financial planning business...
For more than thirty years, Seth has been trying to turn on lights, inspire people and teach them how to level up. He's published 20 bestselling...
Adviser 3.0 is a conference for Financial Advisers and Financial Planners. It will challenge and inspire advisers to navigate the choppy seas ahead.