Building a Financial Planning Business with Purpose

This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships. This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They understand that although not everyone is ready to pay service fees and invest assets, education around Financial Planning for those who need it at a lower level, proves infinitely valuable for the clients of the future. The Evergreen boys have built a business model that inspires collaboration, delegation and honesty, whilst also striving for solution based financial planning for clients, all starting with the question “What can WE do for YOU?”, an open question that gives clients a chance to speak freely and highlight their goals and concerns when it comes to managing wealth. We get the feeling we’ll be seeing a lot more of Evergreen in the future, so watch this space.  Time Stamps 00:00:00 | Intro 00:01:18 | How are you feeling out of 10? 00:03:45 | What's exciting in financial planning now 00:05:38 | The next generation of clients 00:14:01 | Solutions to the advice gap 00:16:35 | How Evergreen Financial Planning started 00:20:18 | Partnering from across the country 00:24:20 | High performing strategy to attract clients 00:28:23 | Building trust 00:35:55 | Key processes 00:43:51 | The value of marketing 00:49:05 | Working with professional introducers 00:56:51 | Quick qualifying questions 00:58:36 | The outreach process 01:01:32 | Elevator pitchFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.