Tom Morris & Rich Ellis Part 1: We Got It Wrong At First

Tom Morris (Ovation) and Rich Ellis (Ellis Davies) share their journeys from accidental entry into financial services to leading their own firms.We explore the reality of early career struggles, what it takes to become a great financial planner beyond technical knowledge, and the transition into leadership. From employee to MD, and from employed adviser to business owner. The conversation also dives into fee models, network vs DA decisions, and the mistakes made in the first few years of building a firm. A candid look at growth, leadership, and the real decisions behind running a modern UK financial planning business.