October 12, 2023

S03E04 Lee Robertson - pioneering financial services entrepreneur on scaling his business through the power of PR and selling to colleagues via a Management Buy Out

1 hour 13 minutes

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Lee Robertson is a serial entrepreneur, having founded no less than 3 companies to date. One didn’t work out and is no longer around; one became a huge success, and he sold it to his colleagues in a management buyout; and the third one is currently thriving and keeping him busy.

Lee, who came from humble beginnings and spent his early career in the Royal Navy, entered the financial services industry as a direct salesman in his twenties. In the days before Google, he made cold calls every day from numbers he found in the Yellow Pages, which must be a fantastic way to develop thick skin—something that all entrepreneurs need!

He’s always been considered a pioneer and keen to employ forward-thinking innovations, which helped propel his success.

An early adopter of the concept of “personal brand”, Lee was a regular in the press and on TV, which gave his company a huge boost and provided fuel for their growth.

During the conversation, he shares a step-by-step guide on building your own personal brand to help grow your own company.

And he shares his views on an organisation called “The Company of Entrepreneurs”, a City of London Livery Company that he found incredibly helpful as he evolved his career and grew as an entrepreneur. - worth checking them out as they’re very much open to members - link below.

Towards the end, he offers some wise words about what matters and what’s really important - something that all entrepreneurs need to be reminded of from time to time.

And he signed off with some fantastic book recommendations, most of which I'd never heard of but will certainly be checking them out - and if you’re building a business, you should too.

Packed with insights and ideas that I know will be helpful to you, ladies and gentlemen, I give you Mr Lee Robertson.

Resources

Lee’s Twitter (X)

Lee Robertson Chartered FCSI FRSA | LinkedIn

Octo Members

Worshipful Company of Entrepreneurs

Do the F*cking Work: Lowbrow Advice for High-Level Creativity eBook : Buirge, Brian, Bacher, Jason, Richburg, Jason: Amazon.co.uk: Books

Break From the Pack: How to Compete in a Copycat Economy eBook : Harari, Oren: Amazon.co.uk: Books

High Frequency Change: why we feel like change happens faster now, and what to do about it

Word of Mouth Marketing: How Smart Companies Get People Talking eBook : Sernovitz, Andy, Godin, Seth, Kawasaki, Guy: Amazon.co.uk: Books

Chris D

This podcast is produced by GR Media
Sponsored by Capital Asset Management

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