Why going it alone isn't always the answer in financial advice

About this episode

In this episode, host Keith Ford and guest Jayde Jenkins discuss the challenges and realities of starting and running a financial advice business.

In this episode of The ifa Show, host Keith Ford is joined by financial adviser Jayde Jenkins to unpack the realities of starting and running an advice business, and why the idea of launching a firm can be appealing for many advisers but doesn't always deliver the outcomes they expect. Jayde explores the pressures of business ownership, from operational demands to personal trade-offs, and why stepping away from running a firm can sometimes be the right decision. Tune in to hear: How the appeal of independence can quickly be outweighed by the realities of running a business. Why moving between roles and structures can provide valuable perspective and lead to better long-term fit. The importance of aligning your role with your strengths.

People in this episode

Host: Keith Ford

Guest: Jayde Jenkins

Topics covered

• financial advice
• business ownership
• independence
• operational demands
• personal trade-offs

Keywords

• financial advice
• business ownership
• independence
• operational demands
• personal trade-offs

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