EPISODE · Jun 10, 2026 · 51 MIN
From Cold Calling to 139 Clients: How Guy Skinner Built Citygate Financial Planning
from Dont Shoot The Messenger · host Chris Ball
How do you build a successful financial planning business?In this episode of Don’t Shoot The Messenger, Chris sits down with Guy Skinner, founder of Citygate Financial Planning, to discuss how he built a thriving financial planning firm, won 139 clients in his first year, and why most planners underestimate what it really takes to run a business.Guy shares the lessons that shaped his approach to financial planning, from cold calling and niching into lawyers, to building a referral engine and scaling a growing team.Guy opens up about the personal experiences that shaped his belief in financial planning, including losing his father at a young age and seeing first-hand the impact proper protection planning can have on a family.Whether you are a financial planner, business owner, or someone interested in wealth, growth, and building a meaningful business, there is a huge amount to take from this conversation.Subscribe for more conversations with leading financial planners, business owners, and industry experts.#FinancialPlanning #FinancialAdvisor #WealthManagement #BusinessGrowth #EntrepreneurshipIf 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
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How do you build a successful financial planning business? In this episode of Don’t Shoot The Messenger, Chris sits down with Guy Skinner, founder of Citygate Financial Planning, to discuss how he built a thriving financial planning firm, won 139 clients in his first year, and why most planners underestimate what it really takes to run a business. Guy shares the lessons that shaped his approach to financial planning, from cold calling and niching into lawyers, to building a referral engine ...
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From Cold Calling to 139 Clients: How Guy Skinner Built Citygate Financial Planning
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