Today’s guest is James Roberts from Partners Wealth Management in the City of London.
James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM.
James is 100% dedicated to the client experience, and in his words “it is everything” 💚 he shares what the client journey looks like at PWM and how this has helped some of the partners triple their turnover. 💪
I really enjoyed talking to James, anyone that has built a firm that has over 100 team members is inspiring to me and he doesn’t hold back with advice and enthusiasm for the profession.
Thanks James 🙏
How to generate referrals at the highest level.
The benefits of a partnership over the traditional self-employed routes.
The power of tapping into industry experienced business coaches to achieve your goals.
How Kolbe testing has helped grow the business.
Mental health within the financial planning profession
The private office experience
How teamwork makes the dream work
The Advice Gap
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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.