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	Podcast:		The Financial Planner Life Podcast
	Episode:		From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice
	Category:		Business
	Duration:		00:38:27
	Publish Date:		2025-10-08 15:00:00
	Description:		Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-costs. In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM without relying on social media or paid marketing. Instead, she focused on referrals and long-term, values-led growth. You’ll learn: How to transition from investments to advice The fear and reward of becoming client-facing Turning one ex-colleague’s “yes” into a thriving network Why trust, consistency, and integrity beat any sales pitch The realities of flexible working when you run your own practice How the Women Returners Network helped her hire two standout advisers The compounding effect of delegation, leadership, and support The key benefits of the SJP partnership model Why building optionality starts long before a sale If you’re serious about building a meaningful career in financial planning, this is your blueprint.
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