A 2-minute watch.

Nick Lincoln is an IFA and set up his own business Values To Vision Financial Planning in 2008. Ahead of his full interview with Lee Robertson later in the week, here he gives 3 quick answers on advice to his younger self, what clients value most about his firm’s service, and where the smart returns are: alpha, beta, or smart beta.

For more insight from Octo’s adviser community, Lee interviewed Adrian Murphy of Murphy Wealth on why ‘all the PI stuff is brutal’.