David Carter Part 1: The Referral Mindset

<p>In Part 1, Dave Carter joins Adam to share the story behind his rise from a cashier at Bradford &amp; Bingley to becoming Managing Director of a £700m financial planning firm.</p><p>The conversation covers the pre-RDR world, building a client bank from scratch, generating hundreds of referrals, developing advisers from non-traditional backgrounds, and the lessons learned from nearly two decades in one business.</p><p>A fascinating look at ambition, opportunity, leadership, and why some of the best advisers don't start in financial services at all. </p><p><br /></p>