The second episode of the NewIn podcast is here! In this episode, we're focussing on the New Business side of the Foundation and the advisers who are going through our Ready?, Steady... and Go! programmes to build their own firms from scratch.
Hannah Pendlebury, co-host, is joined by Tony Pound (Founder of Journey Happy Financial Planning) who founded his own firm after 20+ years in financial services. He talks about the anxiety, big decisions (including going DA vs joining a network) and what the process of building his business looked like - and how it led to the moment he finally thought "I've got a legitimate business now".
Cathi is then joined by Jo Campbell (Chief Operations Officer at Verve), who helped build the business (then Para-Sols!) from a spare room with a single desk and phone, to explore the highs and lows of the early years of running a business and the emotional impact it can have.
04:59 - Hannah on setting up on her own
08:19 - What Hannah would fix in financial services
12:41 - Why Tony left the corporate world
18:49 - Finding the Verve Foundation
22:25 - Going DA vs joining a network
25:33 - Jo joins to chat building Verve from scratch
33:14 - The emotional reality of running a small business
Cathi is Founder & CEO of Verve and the Verve Foundation, working to achieve their combined mission of building the future of financial services within the UK.
Hannah is a former sports commentator and co-host of the New Business episodes of the NewIn podcast after launching her own IFA practice.
Tony has 20+ years of experience in financial services, and is now founder of Journey Happy Financial Planning after joining our New Business programme.
Jo is Chief Operations Officer and first employee at Verve, who helped build the office from a spare room with one phone and 15 hour days.
