14th May 2015

Adviser Hangout: A 3½ adviser firm with £5m turnover

The conventional wisdom is that, to scale a financial advice business, you need an army of advisers ; after all advisers are the ones who bring in the clients, deliver the financial plans and are pivotal to retaining the clients.

In this video, Colin Lawson, Founder and Managing Partner at Equilibrium Asset Management talks about how he’s structured the firm very differently than most in the industry and how this has enabled the firm to scale.

The business has 3½ – yes Colin is the ½, around £400m assets under advice and a turnover in the £5m!

Check out the interview here

 

 

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