The move from adviser to business owner

Since moving from an institutional to a non-aligned dealer group several years ago, Fitzpatricks senior financial planner Bobbe Duncombe has also made the transition from employed adviser to business owner. In this episode of the ifa Show, Bobbe discusses with host Sarah Kendell the most important lessons she’s learned in running her own advice practice, particularly the need for soft skills as well as number-crunching to stay sane in the more challenging times. Bobbe also unpacks how to build a compelling holistic advice offer with clients and referral partners, and the strategies she is using to make the transition to a more flexible four days a week office.