Growing Without Losing the Personal Touch: Building a Financial Advice Business

How do you grow a financial advice business without losing the personal touch?In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Alex Kell, Principal of Quayside Wealth Management, to explore what it really takes to grow a financial advice business.Alex shares the story of building Quayside from an academy start up into a growing, multi-adviser, multi-office advice firm, and reflects on the decisions, challenges and trade offs that come with growth.The conversation covers recruitment, culture, process, client service, business acquisition, adviser development and the importance of building a firm that can deliver consistently without becoming impersonal.Alex also discusses why he has chosen to grow organically for much of the firm’s journey, what changed when Quayside made its first business purchase, and why growth only works if the client experience remains at the centre of the business.A practical and honest conversation for anyone thinking about growth, succession, acquisition and how to build a business that lasts.