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In this episode of our Podcast on Tour series, we sit down with Greg Moss, Chartered Financial Planner and founder of his own advice practice, to talk about what happens when you shift from chasing new business to focusing on deep, meaningful client relationships. Greg shares the moment he realised the traditional employed route was no longer serving him and how he's designed a business around his version of success. From managing pressure to scale, to mentoring the next generation of planners, this conversation is all about defining success on your own terms.
A must-listen for any adviser wondering if "bigger" really means "better."
Connect with Lewis Byford
Connect with Greg Moss
By Lewis ByfordIn this episode of our Podcast on Tour series, we sit down with Greg Moss, Chartered Financial Planner and founder of his own advice practice, to talk about what happens when you shift from chasing new business to focusing on deep, meaningful client relationships. Greg shares the moment he realised the traditional employed route was no longer serving him and how he's designed a business around his version of success. From managing pressure to scale, to mentoring the next generation of planners, this conversation is all about defining success on your own terms.
A must-listen for any adviser wondering if "bigger" really means "better."
Connect with Lewis Byford
Connect with Greg Moss