1. EachPod

Building a Boutique Financial Planning Firm: Stephen Inwood of Sala Financial Services

Author
Stephen Inwood
Published
Sun 01 Oct 2023
Episode Link
https://scaleupgrowth.co/podcast/

In this episode of the Business Focus Series, Jonathan Herps speaks with Stephen Inwood, Director of Sala Financial Services. With over 30 years of experience as a financial planner, Stephen shares insights into building a boutique firm, catering to a select group of clients, and navigating industry changes. From adapting to digital communication during the pandemic to managing a work-life balance that allows for personal passions, Stephen discusses how he’s achieved success on his terms. Tune in to hear about his approach to client relationships, growth strategies, and challenges in the ever-evolving financial services landscape.

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📌 Connect with Sala Financial Services & Stephen Inwood
🔗 Website: 
www.salafs.com.au/
✉️ Email:   
[email protected]
📞 Call:   +61 422 003 964
LinkedIn: 
www.linkedin.com/in/stephen-inwood-13474715/ 


CONNECT WITH JONATHAN HERPS

Website: www.scaleupgrowth.co

LinkedIn: www.linkedin.com/in/jonathanherps

Facebook: www.facebook.com/scaleupgrowth

Instagram: www.instagram.com/scaleupgrowth

Youtube: www.youtube.com/@scaleupgrowth

Email: [email protected]


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