How to Build a Successful IFA Business with Riz Malik | The New Leaf Podcast

In this episode, host Daniel Hobbs, CEO of New Leaf Distribution, sits down with Riz Malik from R3 Mortgages, a well-known IFA pundit and Sky News contributor.Riz shares his incredible journey of growing a business from zero to over a thousand clients since 2014, and how he successfully transitioned from a mortgage adviser to an IFA. He also offers valuable insights on:The Power of Specialisation: Why his deep understanding of portfolio landlords and their property wealth is a key strength that sets his IFA business apart.The Future of Advice: His exciting and optimistic view on AI, and how it can be used to improve the client journey rather than pose a threat to the industry.Marketing in the Modern World: How he leveraged media appearances and repurposed content to become a well-known public figure and market his business effectively.Building a Team and Culture: His strategy for recruiting new advisers and his focus on delivering a "first class" customer experience.Whether you're a new adviser or a seasoned professional, this episode is packed with real-world strategies for scaling a financial advice business.The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisors like Kelsey at www.newleafdistribution.co.uk. The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk