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Home > NextGen Podcast > Episode 49 – Sam Sloma on lessons from the first year of his FP firm
Podcast: NextGen Podcast
Episode:

Episode 49 – Sam Sloma on lessons from the first year of his FP firm
Category: Business
Duration: 00:00:00
Publish Date: 2018-05-15 23:40:20
Description:

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.

 

Show Notes:

Sam Sloma Twitter

Engage FS

 

The post Episode 49 – Sam Sloma on lessons from the first year of his FP firm appeared first on NextGen Planners.
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