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Growth Strategies for Ambitious Financial Planning Firms - Adviser 3.0 RECAP

By Hana Dickinson 10 Oct 2023
3 min read
For Financial Advisers Only

 

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Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years?

You may not want to take over the world, but growth requires a clear vision and strategy, strong leadership, and a culture of continuous improvement.

Hugo White from Timeline leads this episode featuring Gaynor Rigby, Tim Horrocks and Alan Smith, who share their personal experiences on what it takes to drive ambitious growth within a financial planning business. From managing your own mental health to setting a clear vision that inspires your team and keeping your service standards high. You'll gain invaluable insights that you need to take your business to the next level!

Who is Gaynor Rigby?

Gaynor Rigby is a leader with a focus on driving transformational growth. During her time as Managing Partner at Equilibrium Asset Management, she helped grow revenue from £2m to over £10m per year, while achieving consistent staff retention figures of 97% and client satisfaction of 4.9/5.0! A former director at Strategic Coach, Gaynor helps businesses drive ambitious business growth by focusing on continuous improvement. 

Find Gaynor here:

Who is Tim Horrocks?

Tim Horrocks, Founder and Managing Partner at RockWealth, a financial planning firm with offices in Aberdeen, Cheltenham, Norwich, Leamington Spa, Brighton, Cardiff and Knutsford. For Tim it’s not about massive exponential growth but steady organic growth, the right people joining the team and helping others to start up successful businesses.

Find Tim here:

Who is Alan Smith?

Alan Smith, CEO of Capital Asset Management - Alan started Capital in 2004 with a clear vision to do things differently, and to challenge conventional thinking in financial services. Having built a successful firm, he spends a lot of his time helping entrepreneurs and business leaders clarify their personal vision and then working as part of their team to make great things happen.

Find Alan here:

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Important information

This blog is prepared exclusively for use by financial advisers; retail distribution is at the adviser's sole risk and discretion. It does not constitute advice, an offer or a solicitation to invest.

Compiled from sources believed to be reliable. Any views, opinions or estimates expressed, including any forecasts or forward-looking statements, constitute the author’s judgment at the time of writing, are not guaranteed and are subject to change without notice. None of Timeline, its directors, officers or employees accepts liability for any loss arising from the use hereof or reliance hereon or for any act or omission by any such person, or makes any representations as to its accuracy and completeness.

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