How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.

Financial Planner Life Podcast - A podcast by Sam Oakes

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🚨Inspiring leadership podcast alert 🚨 Todays guest is James Roberts from Partners Wealth Management in the City of London. James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM. James is 100% dedicated to the client experience, and in his words “it is everything" 💚 he shares what the client journey looks like at PWM an...