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The Plannex Podcast · March 6 · 36 min

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

In Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships. While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch. We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's candid views on industry ego and long-term wealth planning.

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In Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships.

While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch.

We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's candid views on industry ego and long-term wealth planning.

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