Editor's View: When sales managers launch an advice firm

The editor's Friday Night Takeaway from 1 March

Hope Coumbe
clock • 1 min read

This week, our top story was about a more unusual financial advice firm launch.

Two former Octopus Investments sales managers have opened London-based Fortify Wealth - a business they are planning to build from scratch, clients and all. It's an ambitious and fascinating alternative to the sorts of firm launches we usually report on (not to say they aren't exciting too!). I know from my own experiences visiting advisers up and down the country and travelling with them that the best sales managers know a darn sight more about the nitty gritty than one might presume. The extra sales skills surely can't go a miss in this business either, so I've no doubt this new set up wi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Partner insight: Client needs, investment process and principles: What comes first?

Partner insight: Client needs, investment process and principles: What comes first?

As advisers shift to a solutions-based approach, how can they ensure they continue to place customer needs first?

Ken Scott, head of investment solutions at Royal London
clock 03 September 2024 • 2 min read
Editor's view: A cause for celebration

Editor's view: A cause for celebration

The editor's Friday Night Takeaway from 19 July

Jen Frost
clock 19 July 2024 • 2 min read
Editor's View: A fond farewell and a thank you from me to you

Editor's View: A fond farewell and a thank you from me to you

The editor's Friday Night Takeaway from 12 July

Hope Coumbe
clock 12 July 2024 • 2 min read