Future Fit Financial Planning: In Conversation with James Connor

Some careers follow a carefully mapped-out route. Others take an unexpected turn.

In this episode of Future Fit Financial Planning, James Walker is joined by James Connor, Founder & CEO of Connor Broadley, to explore the journey from professional footballer to business owner, and the principles that have shaped nearly two decades of independent financial planning.

From earning just £250 in their first month of trading to building one of the City's most respected wealth management firms, James reflects on the importance of client relationships, long-term thinking and staying true to your values, even as the profession continues to evolve.

Together, they discuss:

James' journey from Millwall Football Club to financial planningWhy client relationships should always come before commercial growthBuilding Connor Broadley with patience, purpose and clear principlesIndustry consolidation and what independent firms should protectSuccession planning and preparing businesses for the futureTechnology, infrastructure and attracting the next generation of clientsWhat leadership, resilience and partnership really look like over the long term

Whether you're a financial planner, adviser, business owner or simply interested in building a business with lasting values, this episode offers an honest conversation about growth, integrity and creating something that stands the test of time.

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