The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, and exciting conversation and I love being part of the process.
With the growing advice gap, the great transition of wealth, advancements in technology, outsourced solutions, and the power of social and digital marketing helping you scale rapidly and establish yourself as an expert within your niche. It has never been a better time to start your own business within financial planning!
It is exactly what this week’s guest Gregg Moss has done, in this episode we talk about all things startup, and I loved it!
Greg decided to set up his business eleven.2 after 20 years of employment and he shares his experience so far and why he wished he did it sooner.
Greggs experience around restricted covenants, some great advice to employed financial planners.
Why financial planning is perfect for start-ups.
Why you should not dismiss the “DIY brigade” and why he’s started advising the ‘FIRE’ community.
The culture of his business and why coaching clients is part of the growth strategy.
Mentoring the next generation of entrepreneurial planners.
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planning Qualifications guide
2021 Financial planning Salary Guide
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.
If you hold level 4 qualification and looking for an entry role into financial planning please also reach out.