In this episode, Ben Wright talks to Stephen Baxter, Founder and now Managing Director or Robertson Baxter, an IFA firm based in Huddersfield (not Wakefield as we said in the intro - sorry Robertson Baxter!)

Steve has successfully made the transition from financial adviser to business owner; something which many advisers talk about but most struggle to do. Steve shares his story “warts and all” as we discuss everything from handing over clients, losing and then re-finding purpose and dealing with Imposter Syndrome.

You may have noticed this episode is much longer than normal. After reviewing the audio from our interview, we really couldn’t work out which bits to cut, so for the first time you’ve got the entire conversation!

What do you think of this format? Let us know in the comments or by emailing [email protected].

Oh, and don’t forget to subscribe as we’ve got some more awesome content coming up over the next few months.

Here are some key moments in the show, which should be available to select on your podcast player (hopefully!)

3:10 How Steve became a financial adviser

8:50 Going self-employed

12:00 Taking on the first adviser

20:25 Introducing the new adviserwhilst stepping back

30:12 The decision to step backfrom giving advice

35:53 Time to think

40:51 Bringing clients into yourinner circle

43:36 Adding value without proving advice

56:40 A typical day for a Managing Director

1:04:00 Becoming an business owner v’s selling up

1:09:15 The benefits of having a coach or mentor

1:14:05 Dealing with Imposter Syndrome

1:21:20 Quick fire round

Get in touch with Change Squared here: https://www.changesquared.com/

You can find our more about 9 Dots Coaching here: https://ninedotscoaching.co.uk/

This is Robertson Baxter’s website: https://robertsonbaxter.com/

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