Season 1: Episode 29
Duration: 36 minutes
In this episode of The Transact Platform Podcast, Transact’s Chief Development Officer, Andrew Cullen-Jones, sits down with James de Lisle Wells, Chartered Financial Planner and Director of de Lisle Financial Planning, to explore the reality of building and running a modern advice business.
James shares his journey into financial planning, the experience he gained before launching his own firm in 2021, and the key decisions that have shaped a lean, scalable and client-focused business.
They cover:
the realities of going solo and what advisers often underestimate
how to build a high-quality business without adding headcount
the role of outsourcing across paraplanning, compliance and operations
how upcoming pension and inheritance tax changes are shaping client strategies
supporting clients through market volatility and political uncertainty
taking a practical approach to technology and AI within an advice firm.
If you’re looking to build, refine or scale your advice business, this episode offers practical insight you can apply straight away.
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