From Cold Calls to Client Trust: Bobby Sahota’s 20-Year Journey in Financial Advice episode artwork

EPISODE · Sep 1, 2025 · 44 MIN

From Cold Calls to Client Trust: Bobby Sahota’s 20-Year Journey in Financial Advice

from Dont Shoot The Messenger · host Chris Ball

In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Bobby Sahota, a top-rated UK financial adviser with over 20 years of experience, £160m AUM managed, and a track record of mentoring, endurance challenges, and charity work.Bobby shares:- How prospecting has evolved from high-volume cold calls to trust-based relationships- Her top strategies for building a client base from scratch- Why passion is non-negotiable in financial advice- The power of events, networking, and an authentic online presence- Overcoming challenges as a woman in a male-dominated industry- How complacency kills growth – and how to stay sharp- Whether you’re an aspiring adviser, an experienced planner, or simply interested in the business of building trust, this episode is packed with practical tips, real-world lessons, and inspiring stories.Whether you’re an aspiring adviser, an experienced planner, or simply interested in the business of building trust, this episode is packed with practical tips, real-world lessons, and inspiring stories.Don’t forget to like, subscribe, and hit the bell icon to get notified when new episodes drop.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/hoxtonwealthIf you want to see what life in Hoxton Wealth is like, please visit: / @hoxtonlifeFor more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.comFor more videos by Chris, please visit his Youtube: ⁨@ChrisBallHoxton⁩If 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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In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Bobby Sahota, a top-rated UK financial adviser with over 20 years of experience, £160m AUM managed, and a track record of mentoring, endurance challenges, and charity work. Bobby shares: - How prospecting has evolved from high-volume cold calls to trust-based relationships - Her top strategies for building a client base from scratch - Why passion is non-negotiable in financial advice - The power of events, networking, a...

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From Cold Calls to Client Trust: Bobby Sahota’s 20-Year Journey in Financial Advice

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