The Relationship Strategy That Generated £500M in Just Years! Financial adviser explains all!

Описание: In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management.

Marc shares his journey from day one of the St. James’s Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, with big plans to triple the size of the business in the next five years.

🔥 What you'll learn in this episode:

How Marc used his estate agency background to win early clients

The role the SJP Academy played in helping him build the foundations - find out more https://www.sjp.co.uk/academy

Why mortgages were a strategic way to keep cash flow going and build trust

How he built powerful introducer relationships, especially with accountants

How he supports an accountancy firm with 8,000 clients through education and webinars

Why relationship-building still beats technical knowledge in the early years

How he plans to scale towards £1 billion AUM with a long-term mindset

💬 Marc’s story is a real-world example of what it takes to grow a successful advice business from the ground up and it’s packed with practical insights for anyone building a career in financial planning.

00:00 Introduction – From Estate Agent to £500M AUM
01:28 Why Marc Left Estate Agency for Financial Planning
04:38 Transferable Skills That Helped Win Early Clients
08:23 Using Mortgages to Grow Your Financial Advice Business
10:05 How to Build a Client Bank from Scratch as a Financial Adviser
13:25 Getting Financial Planning Clients Through Seminars and Events
16:30 Working with Accountants as Financial Adviser Introducers
19:15 How to Add Value to Accountants and Their Clients
22:35 Scaling a Financial Planning Firm Beyond Solo Adviser
27:00 Hiring Challenges in a Growing Financial Advice Business
30:00 Niching as a Financial Adviser – Serving Private Equity Clients
33:55 Managing Clients During Market Volatility
36:50 How to Scale a Financial Advice Firm to £1 Billion AUM
41:35 Career Advice for New Financial Advisers
44:15 Final Thoughts – What Success in Financial Planning Really Looks Like
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