Tom Morris & Rich Ellis Part 2: Don't Build a Firm On Your Own

APR 24, 202650 MIN
The Plannex Podcast

Tom Morris & Rich Ellis Part 2: Don't Build a Firm On Your Own

APR 24, 202650 MIN

Description

<p>In Part 2 with Tom Morris (Ovation) and Rich Ellis (Ellis Davies), we go deeper into what it really takes to build and run a modern financial planning firm.</p><p>We explore partnerships, decision-making, and why building a business alone is often overrated. The conversation covers tough moments. From COVID disruption to leadership pressure - alongside honest reflections on imposter syndrome, hiring, and losing team members.</p><p>Tom and Rich also share how they generate clients, their views on the future of the profession, and the reality of technology and AI inside advice firms today.</p><p>A candid, practical episode on leadership, growth, and building a financial planning business that actually works.</p>