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Home > NextGen Podcast > Episode 29 – Anthony Villis on building a large lifestyle planning practice
Podcast: NextGen Podcast
Episode:

Episode 29 – Anthony Villis on building a large lifestyle planning practice

Category: Business
Duration: 00:00:00
Publish Date: 2017-07-31 13:25:11
Description:

Things that Adam discusses with Anthony:

  • Anthony’s background and how he came to be Managing Partner of First Wealth
  • What kind of clients do First Wealth serve?
  • Why was the firm setup as a LLP structure?
  • Anthony tells us about his start with why day
  • How they had a lightbulb moment with financial planning
  • What is Anthony’s view of digital advice and how does it fit alongside their core offering
  • What has been his experience of being in a network?
  • What is Anthony’s advice to next generation planners?
  • Any learning resources he recommends

 

Show Notes:

 

 

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