Description

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:

1. Example Fee Agreement 📄 – A real-life document outlining the scope of work and transparent fee structure that Dave's firm uses.
2. 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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