Laura Pearson Part 1: Building an Advice Firm From Scratch episode artwork

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 lifeStarting with no clientsWhy she chose independenceBuilding confidence despite inexperienceThe power of simple marketingGrowing to £180k revenue in year oneA practical conversation for anyone thinking about starting or scaling a financial planning business.

Episode metadata supplied by the publisher feed · Published Jul 31, 2026

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Laura Pearson Part 1: Building an Advice Firm From Scratch

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