How a WhatsApp group grew into an advice consultancy

The Financial Planning Club co-founders on launching and advisers’ biggest challenges

Jen Frost
clock • 6 min read

The Financial Planning Club co-founders Lewis Byford and Amanda Ford catch up with Jen Frost on launching their consultancy and the biggest business challenges facing advisers today...

The Financial Planning Club, which launched last year and is run by co-founders Lewis Byford, Amanda Ford and Lee Old, has been working with financial planner owner-managers on business goals. The biggest and most common challenge that Ford and Byford, who sat down with PA to talk business building and The Financial Planning Club's work since launch, centres on business development. "Building that out is really important and I would probably say pretty much 50% of the members that we work with, [we do look at that] in some sort capacity," Byford says. "It's new business, it's growth –...

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