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What does a day really look like for a financial advisor managing £250 million in assets?
In this episode of Don’t Shoot the Messenger, Chris Ball (CEO of Hoxton Wealth) is joined by Jonathan Jay (JJ), Head of UK Operations of Hoxton Wealth, for a behind-the-scenes look at the daily structure, mindset, and systems it takes to build and manage a quarter-billion-pound book of business.
From early morning routines and prospecting strategies…
To team structures, client relationships, time management, and emotional resilience, Chris and JJ break down the real day-to-day life of top-tier advisers.
Whether you're a new planner, a seasoned pro, or someone curious about the profession, this episode gives you a raw and practical insight into:
- What advisers actually do all day
- How to balance new business vs existing clients
- Why routine and preparation are critical
- Building the right team around you
- When to scale, delegate, and invest in support
- What they wish more advisers understood
- The mindset behind staying sharp and constantly learning
If you want to see what life in Hoxton Wealth is like, please visit: / @hoxtonlife
For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com
For my videos by Chris, please visit his Youtube: @ChrisBallHoxton
By Chris BallWhat does a day really look like for a financial advisor managing £250 million in assets?
In this episode of Don’t Shoot the Messenger, Chris Ball (CEO of Hoxton Wealth) is joined by Jonathan Jay (JJ), Head of UK Operations of Hoxton Wealth, for a behind-the-scenes look at the daily structure, mindset, and systems it takes to build and manage a quarter-billion-pound book of business.
From early morning routines and prospecting strategies…
To team structures, client relationships, time management, and emotional resilience, Chris and JJ break down the real day-to-day life of top-tier advisers.
Whether you're a new planner, a seasoned pro, or someone curious about the profession, this episode gives you a raw and practical insight into:
- What advisers actually do all day
- How to balance new business vs existing clients
- Why routine and preparation are critical
- Building the right team around you
- When to scale, delegate, and invest in support
- What they wish more advisers understood
- The mindset behind staying sharp and constantly learning
If you want to see what life in Hoxton Wealth is like, please visit: / @hoxtonlife
For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com
For my videos by Chris, please visit his Youtube: @ChrisBallHoxton