PFS Power Webinar - Beyond £1 Million: Building a Business That Truly Matters

In this special episode of The Finance Geeks, Paul and Warren bring a live session recorded in collaboration with the Personal Finance Society, delivering the kind of high-energy, practical discussion they’re known for. Drawing on decades of experience building successful financial planning businesses, they share what’s helped them generate strong growth while still maintaining a genuine balance between work and life. The conversation focuses on three key areas that underpin long-term success. First, mindset – covering beliefs, confidence, attitude and understanding the deeper “why” behind both personal and business decisions. Then planning – looking at the importance of having clear, structured plans, supported by the right systems, processes and people around you. And finally, action – because even the best ideas only work if they’re implemented consistently and with intent. Packed with practical insights and straight-talking advice, this episode is all about helping you move forward with clarity and purpose. Whether you’re refining your business, looking to improve your day-to-day effectiveness, or simply aiming for a better balance, Paul and Warren share the lessons, habits and thinking that have helped them build both fulfilment and long-term success.