0:00-52:46
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In Part 1, Dave Carter joins Adam to share the story behind his rise from a cashier at Bradford & Bingley to becoming Managing Director of a £700m financial planning firm.
The conversation covers the pre-RDR world, building a client bank from scratch, generating hundreds of referrals, developing advisers from non-traditional backgrounds, and the lessons learned from nearly two decades in one business.
A fascinating look at ambition, opportunity, leadership, and why some of the best advisers don't start in financial services at all.
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