Here’s Part II of our latest "In the Know" podcast featuring Dave Robinson FCCA APFS MCSI TEP LLAA IMC 🎙️✨
By any metric, Dave has been remarkably successful in the financial planning industry, and in this episode, we discuss his blueprint for building a successful financial advisory firm.
Here are some key highlights:
🔹 Reflections on SJP: We discuss the feedback from the first podcast.
🔹 Building a Successful Business: Learn the core principles and strategies that have defined Dave's career and contributed to his firm's success.
🔹 Specialisation and Collaboration: Discover how focusing on niche markets and collaborating with others can provide comprehensive services to clients.
🔹 Fee Structures: Understand the benefits of fixed fees over percentage-based fees to eliminate conflicts of interest and provide transparent pricing.
🚨 Don't miss out on the exclusive resources Dave has shared:
- Example Fee Agreement 📄 – A real-life document outlining the scope of work and transparent fee structure that Dave's firm uses.
- Example Business Plan 📊 – One of the most comprehensive business plans you'll find, including cashflow management. A must-have for anyone building a business.
These items are goldmines for those looking to grow and succeed in the financial planning profession.
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Informações
- Podcast
- Publicado25 de julho de 2024 19:11 UTC
- Duração2h18min
- Temporada1
- Episódio20
- ClassificaçãoLivre