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Listen "From Corporate Banking to Self-Employed IFA | Rebecca Penny on Building an IFA business from Scratch with no CAS"
Episode Synopsis
In this episode of the New Leaf Podcast, host Sam Wallis sits down with the inspiring Rebecca Penny from Planet Financial to discuss what it's truly like to go self-employed in the financial services industry. Rebecca shares her journey from a comfortable private banking role to being rejected by every network for not having a client bank or her Competent Adviser Status (CAS).She reveals how she overcame these challenges and, with the support of New Leaf Distribution, built a thriving business based on her unique values and a mission to "build confident financial futures." They also discuss the future of the industry, the role of AI in improving efficiency, and the most impactful strategies for new advisers.This episode is a must-watch for anyone considering a career change or looking for the motivation to start their own financial advisory firm.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
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