Start me up: 13 tips for a new advisory business

13 tips for a new advisory business

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Working in financial services is an honour and a privilege, writes Lee Travis. Here he shares his insight for start-up firms in the advice space

Despite all the frustrations we read about in our trade press, the financial services profession really is a great sector in which to work. Serving people, delivering better client outcomes, securing financial futures and getting paid well for it is, to me, a career of significant purpose. But what if you want to take the leap and do all this in your own practice? Have a new exciting start, your own direction and your own terms. All you need is enough entrepreneurial spirit to break the constraints of ‘networks' and build your very own business, to lead the lifestyle you want to li...

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