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Anthony Villis on building a large lifestyle planning practice
- Anthony’s background and how he came to be Managing Partner of First Wealth
- What kind of clients do First Wealth serve?
- Why was the firm setup as a LLP structure?
- Anthony tells us about his “start with why day”
- How they had a lightbulb moment with financial planning
- What is Anthony’s view of digital advice and how does it fit alongside their core offering
- What has been his experience of being in a network?
- What is Anthony’s advice to next generation planners?
- Any learning resources he recommends
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By NextGen Planners
3.5
44 ratings
- Anthony’s background and how he came to be Managing Partner of First Wealth
- What kind of clients do First Wealth serve?
- Why was the firm setup as a LLP structure?
- Anthony tells us about his “start with why day”
- How they had a lightbulb moment with financial planning
- What is Anthony’s view of digital advice and how does it fit alongside their core offering
- What has been his experience of being in a network?
- What is Anthony’s advice to next generation planners?
- Any learning resources he recommends
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