Why Holistic Advice Needs the Right Home | Matt and Rebecca

In this episode of The New Leaf Podcast, Matt and Rebecca talk about why they chose to leave their previous network after permissions were repeatedly reduced and how that began to push their business away from the holistic service they wanted to offer clients.They explain why finding the right home became so important, what stood out when they spoke to New Leaf, and how having access to a broader, more supportive structure allows them to help clients properly.The conversation also explores how a holistic approach can make all the difference when clients have already spoken to other brokers and still have not found the right solution.This episode will resonate with advisers who want to protect the integrity of their proposition, work more holistically, and avoid being boxed into a narrower business than the one they set out to build.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