How do you build a successful financial planning business?

In this episode of Don’t Shoot The Messenger, Chris sits down with Guy Skinner, founder of Citygate Financial Planning, to discuss how he built a thriving financial planning firm, won 139 clients in his first year, and why most planners underestimate what it really takes to run a business.

Guy shares the lessons that shaped his approach to financial planning, from cold calling and niching into lawyers, to building a referral engine and scaling a growing team.

Guy opens up about the personal experiences that shaped his belief in financial planning, including losing his father at a young age and seeing first-hand the impact proper protection planning can have on a family.

Whether you are a financial planner, business owner, or someone interested in wealth, growth, and building a meaningful business, there is a huge amount to take from this conversation.

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