Financial Planning Business Start Up: Reality
Finova Money
Finova Money
Episode 4 – What we measure ourselves against
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:
- Our measurement criteria
- What’s worked
- What made us pivot
- When perseverance paid off
- How our support network continues to shape up
- What our business plan looks like for 2025
- The role of marketing in that plan.
