Financial Planning Business Start Up: Indicators of Success
Finova Money
Finova Money
Episode 5 – Starting our own business is the best thing we ever did
Setting up a financial planning business in the UK takes a lot of courage, determination and money. It’s understandable why many prefer employment. In May 2023, Rob Schwarz, Scott Millar and colleague Rob Bell left employment with a highly regarded financial planning firm to start up Finova Money.
In this five-part webinar series, Rob & Scott share their experiences of why, how, what they did, and how they are doing.
What we cover in this episode:
- What top 5 things are keys to success
- How we work and split our time each week
- What’s the best way we’ve found to attract new clients
- How our ideas have developed over time
- The key resources that helped us
- What advice we’d give to start ups now.
