Here’s a wrap up of what I’ve noticed in 2024.
Displaying 6 Posts categorized under Behind the Business
Expert Wealth
Expert Wealth won Adviser Firm of the Year and added £1M of saleable value in Just 3 Years (even though they don’t want to sell). Check out their story.
Guest Blog: My Adventures With Technology
This week I’ve got a special guest blogger talking about the changes they made to their tech stack, and how it’s dramatically improved both the client experience and speed of engagement.
Behind the Business: Bridge Investments
Bridge Investments, based in Edinburgh, are a fantastic husband-and-wife team running a brilliant and growing Financial Planning business. Angus and Shadi Kirk enrolled in our first ever Uncover Your Business Potential (UYBP) course three years ago and are just about to graduate in June 2017. They are lovely people, family …
Behind the Business: Holland Hahn & Wills
Holland Hahn & Wills, based in Hampton Wick, are a Financial Planning business that are really finding success and going places. The three partners, Chris Hirsch, Jason Lurie and Simon Ainley, are all in their 50s and doing some of the best work of their careers, proving that it’s never …