Is a Network the Right Place to Start in Financial Advice?
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In this episode of Don’t Shoot the Messenger, Chris sits down with Adam to break down what it really looks like to start in advice from scratch, build a client book, and make the leap from a network model into a larger practice without losing your entrepreneurial edge.
Adam joined Hoxton Wealth in March last year and brought over a significant book of business. He started with no prior experience, cut his teeth in mortgages and protection, and over time transitioned into full wealth management. We talk honestly about the messy middle: confidence, structure, support, and why so many advisors feel stuck doing everything themselves.
We cover:
- How Adam started in advice with no prior experience
- The reality of being advisor, admin, and paraplanner all at once
- The moment you realise solo growth has a ceiling
- How to retain independence while plugging into a bigger team
- Where new business really comes from: referrals, leads, and professional connections
- The fundamentals that separate great advisors: responsiveness, delivery, client-first thinking
- Advice for anyone in a network or solo setup wondering what is next
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If you want to see what life in Hoxton Wealth is like, please visit: / @hoxtonlife
For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com
For my videos by Chris, please visit his Youtube: @ChrisBallHoxton
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