Latest / Financial Planner Life Podcast
Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books
This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited.
Phillip's early career started in Bancassurance, and nearly ended there. He wasn’t a fan of the high sales targets and lack of client care; we talk about the impact this had on his mental health and how leaving the bank and setting up his own directly authorised IFA practice was the best decision he ever made.
Phillip also shares his experience of buying retiring IFA client books and why acquisitions are a big part of his growth plan.
We cover:
The difference between buying a retiring IFAs…
The skinny
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