Financial Planning Business Start Up: Making It Happen
Finova Money
Finova Money
Episode 3 – What We Needed to Start Turning Our Goal into Reality
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:
- We review your questions and feedback from Episode 2
- How we got ready to market
- Roles and responsibilities
- Branding and documentation
- Fleshing out the client experience
- Challenges and opportunities we met along the way
