EPISODE · Jul 31, 2026 · 42 MIN
Laura Pearson Part 1: Building an Advice Firm From Scratch
from The Plannex Podcast · host Plannex
Building an advice business is one thing. Building one without existing clients, recurring income or previous wealth advice experience is another. In Part 1 of the Plannex Podcast, Laura Pearson shares the journey from corporate mortgage management to launching Storeton Rose from her spare bedroom. We discuss: Leaving corporate life Starting with no clients Why she chose independence Building confidence despite inexperience The power of simple marketing Growing to £180k revenue in year one A practical conversation for anyone thinking about starting or scaling a financial planning business.
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Laura Pearson Part 1: Building an Advice Firm From Scratch
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