Building a Boutique Financial Planning Firm: Stephen Inwood of Sala Financial Services

In this episode of the Business Focus Series, Jonathan Herps speaks with Stephen Inwood, Director of Sala Financial Services. With over 30 years of experience as a financial planner, Stephen shares insights into building a boutique firm, catering to a select group of clients, and navigating industry changes. From adapting to digital communication during the pandemic to managing a work-life balance that allows for personal passions, Stephen discusses how he’s achieved success on his terms. Tune in to hear about his approach to client relationships, growth strategies, and challenges in the ever-evolving financial services landscape.If you enjoyed this episode, please leave a review and share it with your network.📌 Connect with Sala Financial Services & Stephen Inwood🔗 Website:  www.salafs.com.au/✉️ Email:   [email protected] 📞 Call:   +61 422 003 964LinkedIn:  www.linkedin.com/in/stephen-inwood-13474715/ CONNECT WITH JONATHAN HERPSWebsite: www.scaleupos.comLinkedIn: www.linkedin.com/in/jonathanherpsYoutube: www.youtube.com/@jonathanherpsEmail: [email protected] 🚀 Ready to Elevate Your Business?If you’re interested, here are 3 ways I can help you right now: 1. Subscribe to our podcast Get actionable strategies to run a more efficient business from someone who built & exited 3 multi-million $ companies. Click Here to listen & subscribe now! 2. Download our free CEO Dashboard template  Build a step-by-step business plan for consistent growth.  Click Here to download.3. Book a 20-min Business Growth CallMap out a growth plan for your business and identify your biggest bottleneck & leave with a clear action plan. — Click Here