Join George in this special two-part series, where the focus shifts from investments to real-life businesses. In this episode, George sits down with Sam Gee of Manning Gee Investments to explore the challenges and opportunities of launching and scaling a financial planning firm.Key topics include:✅ Starting a financial planning business – Overcoming early hurdles and finding the right strategy for growth✅ Navigating regulatory challenges – Understanding compliance, industry regulations, and the impact on financial advice firms✅ Industry consolidation and competition – How to stand out and build a sustainable business in a rapidly changing landscape✅ Lessons in business ownership – The realities of running a firm, from client relationships to operational efficiencyFor financial advisers, entrepreneurs, and anyone interested in financial planning, this episode provides valuable insights into building a successful practice.🎧 Listen now for expert perspectives on entrepreneurship in financial services!📌 Visit my website money-wise.uk for more details, and don’t forget to follow, rate, and share!Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation.

Ver todos los episodios