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.