Ep 58: The Million Pound Solo Practice

FinTechRetirement planningInvestments
Written By Melissa Canham
 

You can also listen to the episode on Spotify and Apple Podcasts.

In this episode:

This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice. 

The session is moderated by Timeline’s very own Kate Phillips and provides meaningful discussion and an interactive Q&A to fuel your growth with ideas and practical tips. 

Recorded live at Adviser 3.0: Change Agents. We apologise in advance for the poor audio quality but the content is a must-hear for every financial planner.

Who is Paul Cleworth?

Paul Cleworth is MD at Tandem Financial, a firm he founded in 2016. As sole financial planner supported by three other team members, he grew the business to over £1.2 million in revenue, and his client relationships from 176 clients in 2016 (£44m AUM) to 210 families today (£120m AUM).

Find Paul here:

Who is Warren Shute?

Warren Shute MSc., CFP is a Chartered Wealth Manager and director of Lexington Wealth and author of The Money Plan, an Amazon number 1 best selling book on personal finance.  A multi-award winning financial planner, he is a regular contributor to the press, a weekly columnist for the Sunday Mirror and has appeared on TV and radio to raise the profile of financial planning in the UK.

Find Warren here:

Melissa Canham
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Ep 59: Growth Strategies for Ambitious Financial Planning Firms
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Ep 57: Evolving a Business, Little by Little