Planner Pulse 035: Ben Smythe — Starting up and attracting clients to an independent financial planning business
Ben works mainly with two types of clients: (i) accumulators – people that are 35–55 and building wealth, and (ii) SMSF trustees that want a sounding board and a bit of guidance.
Listen and learn
In this episode, we talk about:
Why Ben decided to become a true independent adviser, rather than being aligned with an institution, or charging in any way other than pure fee for advice
What strategies Ben used to attract 60 clients in just two years, from scratch
How he dealt with taking on non-ideal clients, while he was in start-up phase
The hardest things about starting up and what his challenges are now