From Broom Cupboard to £100M+ Advice Firm (Alan Smith’s Story) episode artwork

EPISODE · Apr 8, 2026 · 58 MIN

From Broom Cupboard to £100M+ Advice Firm (Alan Smith’s Story)

from Dont Shoot The Messenger · host Chris Ball

In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Alan Smith, Founder and CEO of Capital Asset Management, to unpack what it really takes to build a successful financial planning business.Alan started his firm over 20 years ago from a small office in Victoria. Today, he is widely recognised as one of the most respected voices in UK financial planning.They cover:- How Alan went from a salaried role to building his own firm- Why being a great adviser does not automatically make you a great business owner- The reality of starting from scratch and managing early uncertainty- How referrals, niche positioning and content drive consistent growth- The story behind The Real Adviser Podcast (TRAP) and its impact on the profession- Why AI could elevate financial planning rather than replace itIf you are a financial planner thinking about building a business, growing your client base, or positioning yourself in a changing industry, this episode is worth your time.If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.comFor my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩  

Episode metadata supplied by the publisher feed · Published Apr 8, 2026

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In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Alan Smith, Founder and CEO of Capital Asset Management, to unpack what it really takes to build a successful financial planning business. Alan started his firm over 20 years ago from a small office in Victoria. Today, he is widely recognised as one of the most respected voices in UK financial planning. They cover: - How Alan went from a salaried role to building his own firm - Why being a great adviser does not automat...

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From Broom Cupboard to £100M+ Advice Firm (Alan Smith’s Story)

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