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The Plannex Podcast · February 26 · 55 min

The Growth Traps No One Warned Me About with Sam Sloma Part One

In Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business. We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model. We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle. A candid conversation on fee models, firm growth, and staying calm under pressure.

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In Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business.

We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model.

We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle.

A candid conversation on fee models, firm growth, and staying calm under pressure.

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