The New Leaf Podcast

How to Build a Scalable Financial Advice Business from Scratch


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Are you ready to stop being "swallowed up" by consolidation and start building your own brand? Hayley Rabbets formerly of the Verve Foundation joins the New Leaf Podcast to share the ultimate roadmap for budding financial entrepreneurs.

Key Takeaways:

  • The Three Pillars of Growth: Learn the difference between the Consider, Build, and Grow stages of business development.
  • The Resilience Factor: Why belief in your "why" is the only thing that will keep you going when the phone isn't ringing.
  • Network vs. Solo: Why a network like New Leaf provides a vital community that prevents the "loneliness" of direct authorization.
  • Capital is King: Why you should never underestimate the amount of savings needed before making the leap.
  • Embracing the Advice Gap: How to use technology to create efficiency and reach the next generation of clients.

Resources:

  • New Leaf Distribution: www.newleafdistribution.co.uk
  • The Verve Foundation: www.thevervefoundation.co.uk

About New Leaf Distribution: New Leaf Distribution is a premier financial services network. We empower advisors through robust compliance, cutting-edge technology, and a dedicated community designed to foster long-term business growth.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisors like Kelsey at www.newleafdistribution.co.uk



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The New Leaf PodcastBy Daniel Hobbs