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
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Anthony Villis on building a large lifestyle planning practice
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