A 30-minute listen.

Joel Adams, one of the founders of LIFT-Financial Group, spoke with Sam Shaw recently at their Altrincham HQ as part of the Octo Outside podcast series. 

He says focusing on FCA-authorised clients helped the early transition to fees, which remain “fair and consistent” by asking every person in the firm to record every moment of their time.

“How do we know if we are cross-subsidising clients unless we know how much our clients are costing us?”

Joel describes the merits of LIFT’s Academy for developing the next generation of financial planners, and how sticking to their business plan has placed them well for the future.

Mark Stone from Whitechurch also talks on recruiting younger talent here.