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

Editor's View: The consolidation news keeps on coming

Editor's View: The consolidation news keeps on coming

The editor's Friday Night Takeaway from 19 April

Hope Coumbe
clock 19 April 2024 • 1 min read
IFAs must grasp gender differences to grow female client base

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

Jenna Brown
clock 17 April 2024 • 2 min read
Editor's View: Is all this talk of bonds giving you whiplash?

Editor's View: Is all this talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read