{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"Future Fit Financial Planning: In Conversation with James McPartland","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/64c8f6eb243b4a0010cb8e10/1774541600913-00294bbb-48c6-459e-93d6-c0dfd1fe599e.jpeg?height=200","description":"

The Adviser Who Walked Away 

In conversation with James McPartland 

 

In this episode, James is joined by James McPartland to explore the story behind building and ultimately walking away from a £400m financial planning business. 

 

Built from scratch under the St. James’s Place model, James and his partners grew a highly successful firm before making the decision to leave and start again. In this candid conversation, he shares what pushed them to that point, what they got wrong along the way, and what they would do differently if they had their time again. 

 

In this episode, they discuss: 

 

This episode offers a candid and practical look at one of the biggest decisions an adviser can make, and what it really takes to start again. 

 

If you’re a financial planner, adviser or business owner thinking about the future of your firm, this episode is for you. 


Chapters 

00:00 Introduction 

02:20 How James Fell Into Financial Planning 

07:00 Starting Out With Just a Phone 

12:00 Building an Advice Business in Your Twenties 

18:00 Joining St. James’s Place 

24:00 Growing the Business to £400m 

32:00 When Things Started to Feel Misaligned 

40:00 The Frustrations That Built Over Time 

48:00 Deciding to Leave the Business 

57:00 The Risks of Walking Away 

01:05:00 Stress, Family and the Reality of the Decision 

01:12:00 Planning the Exit Strategy 

01:20:00 Rebuilding the Business From Scratch 

01:28:00 Technology, Platforms and the New Proposition 

01:36:00 What Other Advisers Should Know 

01:44:00 Final Thoughts

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