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From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm | Marc Norris
Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm
In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management.
Marc shares his journey from day one of the St. James’s Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, with big plans to triple the size of the business in the next five years.
🔥 What you'll learn in this…
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