Adviser 3.0: The Podcast

Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood

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  • The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients
  • The joys and pains (but mostly joys) of setting up a firm from the scratch 
  • Hard lessons on how NOT to do financial planning 
  • The productivity battle - boutique vs. larger firms
  • Shaping your tech stack
  • What's next for Oak Four
    • ...more
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