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Episode 049

Sam Sloma on lessons from the first year of his FP firm

Episode 049

In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm.

Sam openly talks about his first year figures, the challenges and what has gone well and not so well.

Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.

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