Episode 029

Anthony Villis on building a large lifestyle planning practice

Episode 029

What Adam discusses with Anthony:

- Anthony’s background and how he came to be Managing Partner of First Wealth
- What kind of clients do First Wealth serve?
- Why was the firm setup as a LLP structure?
- Anthony tells us about his “start with why day”
- How they had a lightbulb moment with financial planning
- What is Anthony’s view of digital advice and how does it fit alongside their core offering
- What has been his experience of being in a network?
What is Anthony’s advice to next generation planners?
Any learning resources he recommends