In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm. Sam openly talks about his first year figures, the challenges and what has gone well and not so well. Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.

In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm. Sam openly talks about his first year figures, the challenges and what has gone well and not so well. Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.

Sam Sloma on lessons from the first year of his FP firm

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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Sam Sloma on lessons from the first year of his FP firm

Sam Sloma on lessons from the first year of his FP firm

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