Description

Episode Summary: What makes a senior professional leave a 15-year career at a global powerhouse like Vanguard to start their own practice? In this episode, Matthew Abouzeid, Director of &Together, joins guest host Sam Oakes to discuss his journey from corporate "manufacturing" to independent financial planning.

Matthew reveals the rigorous process he went through to launch his firm, including his experience vetting 10 different financial networks. He shares why he chose New Leaf Distribution over private-equity-backed competitors, citing the importance of mentorship, culture, and immediate access to specialist support.

Key Topics Discussed:

• The Transition: Moving from a corporate giant to the "don’t look down" reality of self-employment.
• The Entrepreneur’s Trap: Why business owners often fail to diversify and how to move from a "one-stock portfolio" to a "10,000-stock portfolio."
• Vetting the Networks: Why New Leaf’s "heart-led" approach and focus on "helping you be brilliant" won out over turnover-driven firms.
• Independence as a Mindset: Why &Together works for the client, not the manufacturer.

Why New Leaf Distribution? For advisors like Matthew, New Leaf provides more than just a license to trade. We offer the "Expert Legs" your business needs to scale, including:

• Direct access to Tax and Trusts specialists.
• In-house Paraplanning support to free up your time.
• Strategic mentorship from industry leaders like Mark Hobbs and Daniel Hobbs.
• A community that supports the transition from corporate employee to independent business owner.

Connect with our Guest:

• Matthew Abouzeid: Matthew Abouzeid | LinkedIn

Turn Over a New Leaf: Are you a corporate professional or breakaway broker looking for a network that values your vision? Visit www.newleafdistribution.co.uk to learn how we help advisors build legacies.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisors like Kelsey at www.newleafdistribution.co.uk