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Anthony Villis on building a large lifestyle planning practice episode artwork

EPISODE · Apr 28, 2020 · 51 MIN

Anthony Villis on building a large lifestyle planning practice

from The Plannex Podcast · host Plannex

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

What this episode covers

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

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Anthony Villis on building a large lifestyle planning practice

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 51 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on April 28, 2020.

What is this episode about?

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...

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