From £120m TO £1bn

After helping grow Equilibrium from £120m to more than £1bn in assets under management, Gaynor Rigby learned a simple truth:

Most advisers become business owners by accident.

In this episode, Gaynor and Vicky discuss what it really takes to build a successful financial planning business, from leadership and culture to marketing, systems and growth.

We discuss:

• How Equilibrium grew from £120m to £1bn+

• Why many advisers accidentally become business owners

• The importance of data, structure and accountability

• Building a strong culture as your team grows

• Why marketing should be a business priority

• The biggest mistakes firms make when trying to scale

A practical conversation for advisers and firm owners looking to build a better business, not just a bigger one.