How I Got to a Million Pounds in Revenue

Wednesday 30th March 2022, 10am

Paul Cleworth
Paul Cleworth, Managing Director, Tandem Financial

Sole Financial Planner, Paul Cleworth, discusses how he has built Tandem Financial over the last 5 ½ years to a firm generating £1.175 million in revenue. Paul shares how he created a repeatable process from the first meeting to deeper engagement with clients and how he has grown his client bank from 176 clients in 2016 (£44m AUM) to 210 families today (£120m AUM).

Learning points:

  • How to build a business, get it client ready and what that business looks like now
  • How to establish an easily repeatable new client engagement process
  • How to build a client bank in the early days and as you progress
  • How to reap the rewards of a client referral only strategy.
  • How to work a 30-hour week and have £1m+ of recurring revenue.