The Plannex Podcast

← The Plannex Podcast12 jun · 52 min

David Carter Part 2: Comfortable or Growth?

David Carter Part 2: Comfortable or Growth?12 jun52 min

<p>After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career.</p><p>He left the firm he helped build to become CEO of Absolute Financial Planning.</p><p>In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he believes independent financial planning still has a major role to play in the future of the profession.</p><p>We discuss:</p><ul><li>Why he left a successful £700m advice firm</li><li>The challenge of building a national financial planning business</li><li>What makes a successful acquisition</li><li>The mistakes consolidators have made</li><li>Why independence still matters</li><li>Recruitment, adviser development and the future of advice</li><li>The opportunity Dave sees in the market today</li></ul><p>A fascinating conversation about leadership, ambition and building something bigger.</p>