On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from starting with HBOS in the scanning department to eventually running his own directly authorised IFA practice Celtic Financial Planning.
We talk about the pressure of running a directly authorised IFA firm and why if you are thinking setting up your own practice to earn more money quickly, this might not be the best option!
Its clear Robert cares deeply about his clients and being independent, this spills over into the company’s corporate social responsibilities.
Robert shares an honest account of what it likes setting up and growing a directly authorised IFA.
We cover:
🎙the impact of the FSCS on The number of IFAs in the future.
🎙trainee financial planners, and the future of hiring
🎙social media marketing to win and retain clients
🎙 directly authorised v appointed rep or registered individual.
🎙 why 3 heads are better than 1 when setting up a DA firm.
🎙why being socially responsible is at the core of their brand values.
🎙the realities of running your own practice.
if you would like to discuss running your own IFA practice reach out to sam Oakes on LinkedIn or call 07854778712 also check out this article - DA, RI, AR - what's the best route?
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Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? drop Sam a message.
