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The Plannex Podcast · April 24 · 50 min

Tom Morris & Rich Ellis Part 2: Don't Build a Firm On Your Own

In Part 2 with Tom Morris (Ovation) and Rich Ellis (Ellis Davies), we go deeper into what it really takes to build and run a modern financial planning firm. We explore partnerships, decision-making, and why building a business alone is often overrated. The conversation covers tough moments. From COVID disruption to leadership pressure - alongside honest reflections on imposter syndrome, hiring, and losing team members. Tom and Rich also share how they generate clients, their views on the future of the profession, and the reality of technology and AI inside advice firms today. A candid, practical episode on leadership, growth, and building a financial planning business that actually works.

0:00-50:50
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In Part 2 with Tom Morris (Ovation) and Rich Ellis (Ellis Davies), we go deeper into what it really takes to build and run a modern financial planning firm.

We explore partnerships, decision-making, and why building a business alone is often overrated. The conversation covers tough moments. From COVID disruption to leadership pressure - alongside honest reflections on imposter syndrome, hiring, and losing team members.

Tom and Rich also share how they generate clients, their views on the future of the profession, and the reality of technology and AI inside advice firms today.

A candid, practical episode on leadership, growth, and building a financial planning business that actually works.

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