No Clients? Just Go And Find Some

MAY 1, 202641 MIN
The Plannex Podcast

No Clients? Just Go And Find Some

MAY 1, 202641 MIN

Description

<p>Steve Jordan, co-founder of Five Wealth, shares the reality of starting out as a financial adviser with no clients and no safety net. From early career uncertainty to building relationships through networking and honesty. This episode explores how he developed a client bank from scratch and the mindset that helped lay the foundations for a £1.2bn firm.</p>