Scaling advisory businesses: 'It won't be for everyone'

‘Growth requires stepping back so others can step up’

Isabel Baxter
clock • 3 min read

Growth for financial advice businesses means a vast amount of change, which requires an altered mindset for success, delegates heard.

Speaking at Fundment Live: The Adviser Edge on a panel hosted by The Lang Cat CEO Mark Polson, panellists unpacked how to scale a financial planning firm that lasts. Forvis Mazars UK head of family business and Leeds office managing partner Natalie Wright said that your business cannot grow without the right people and team onboard, adding that scaling a business "won't be for everyone". "Your business is nothing without good people," she said. "A lot changes as you get bigger, and it won't be for everyone when you are scaling at that level." Wright added: "The people who get you t...

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