Latest / Financial Planner Life Podcast
How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.
🚨Inspiring leadership podcast alert 🚨
Todays guest is James Roberts from Partners Wealth Management in the City of London.
James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM.
James is 100% dedicated to the client experience, and in his words “it is everything" 💚 he shares what the client journey looks like at PWM and how this has helped some of the partners triple their turnover. 💪
I really enjoyed talking to James, anyone that has built a firm that has…
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