The Growth Traps No One Warned Me About with Sam Sloma Part Two

MAR 6, 202636 MIN
The Plannex Podcast

The Growth Traps No One Warned Me About with Sam Sloma Part Two

MAR 6, 202636 MIN

Description

<p class="p1">In Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships.</p> <p class="p1">While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch.</p> <p class="p1">We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's candid views on industry ego and long-term wealth planning.</p>