From Vision to Legacy: The Journey to Building Calton Wealth Management: Tom Ham

Tom shares candid insights into the challenges and victories of growing a business that not only aims for financial success but also maintains a strong ethical backbone, treats its employees like family, and upholds a legacy of impactful service. Discover how Tom’s vision for a business built on integrity and care for both clients and team members is setting a new standard in the financial advisory world. Tune in to learn from Tom's unique approach to business growth, his dedication to creating lasting relationships, and his commitment to leaving a meaningful legacy in the financial industry. In this episode, Tom and Pete discuss: 00:00 - Introducing Tom Ham 01:30 - Differences between inorganic and organic growth 05:21 - Intention business plans vs emerging changes 09:05 - Tempering aspirations and the heart of Calton 13:41 - Pricing models 17:35 - Tech’s role in Calton’s journey 25:03 - Plans for growth over the next few years - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠