
← The Plannex Podcast19 Jun · 52 min
Victoria Hicks and Gaynor Rigby Part 1: The Business Behind The Advice
<p>From £120m TO £1bn</p><p>After helping grow Equilibrium from £120m to more than £1bn in assets under management, Gaynor Rigby learned a simple truth:</p><p>Most advisers become business owners by accident.</p><p>In this episode, Gaynor and Vicky discuss what it really takes to build a successful financial planning business, from leadership and culture to marketing, systems and growth.</p><p>We discuss:</p><p>• How Equilibrium grew from £120m to £1bn+ </p><p>• Why many advisers accidentally become business owners </p><p>• The importance of data, structure and accountability </p><p>• Building a strong culture as your team grows </p><p>• Why marketing should be a business priority </p><p>• The biggest mistakes firms make when trying to scale</p><p><br /></p><p>A practical conversation for advisers and firm owners looking to build a better business, not just a bigger one.</p><p><br /></p>