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The Plannex Podcast · July 31 · 42 min

Laura Pearson Part 1: Building an Advice Firm From Scratch

Building an advice business is one thing. Building one without existing clients, recurring income or previous wealth advice experience is another. In Part 1 of the Plannex Podcast, Laura Pearson shares the journey from corporate mortgage management to launching Storeton Rose from her spare bedroom. We discuss: Leaving corporate life Starting with no clients Why she chose independence Building confidence despite inexperience The power of simple marketing Growing to £180k revenue in year one A practical conversation for anyone thinking about starting or scaling a financial planning business.

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Building an advice business is one thing.

Building one without existing clients, recurring income or previous wealth advice experience is another.

In Part 1 of the Plannex Podcast, Laura Pearson shares the journey from corporate mortgage management to launching Storeton Rose from her spare bedroom.

We discuss:

  • Leaving corporate life
  • Starting with no clients
  • Why she chose independence
  • Building confidence despite inexperience
  • The power of simple marketing
  • Growing to £180k revenue in year one

A practical conversation for anyone thinking about starting or scaling a financial planning business.

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