Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Released Wednesday, 2nd August 2023
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Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood
Wednesday, 2nd August 2023
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- The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients
- The joys and pains (but mostly joys) of setting up a firm from the scratch
- Hard lessons on how NOT to do financial planning
- The productivity battle - boutique vs. larger firms
- Shaping your tech stack
- What's next for Oak Four
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