Podcast: Hear how Alan Smith of Capital Asset Management altered the course of his financial planning business

by | Jun 30, 2017

Share this article

Facebook Open Graph

Alan Smith of Capital Asset Management talks to Adam Carolan of Next Gen Planners about how he altered the course of his financial planning business.

This discussion contains plenty of learning and insight for other financial planners to gain practical benefit from.

Things which Alan and Adam discuss are:

 
 
  • Alan’s background and the early days of Capital Asset Management;
  • the lessons he learnt from his journey;
  • why he changed course a few years ago;
  • what advice he would give to Next Generation Planners;
  • why a niche approach matters;
  • what he sees in new talent;
  • Alan’s favourite learning sources.

Listen to the podcast here.

Share this article

Related articles

IFAM 121 | Navigating Choppy Waters | September 2023

IFAM 121 | Navigating Choppy Waters | September 2023

Summertime And ‘the livin’ is easy’ apparently. Well, that was according to Louis and Ella singing that fabulous song more years ago than even I can care to remember. However, as we wonder whatever happened to any decent summer weather here in the UK this year, the...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode

x