Planner Pulse 037: Neil Salkow — Partnering, attracting clients and getting your own licence
Neil trained as an accountant but quickly moved into financial planning. And after not long working for someone else, decided to go out on his own.
He bought a book of clients and after about a year, handed it back. He then joined up with Matt Ross to build Roskow Independent Advisory — one of the few independent advice practices in Australia.
Listen and learn
In this episode, we talk about:
Why Neil started an independent financial planning business after initially buying a small book of clients and subsequently handing it back
Why he decided to partner up with another adviser, and the benefits of working with someone that shares the same values and goals for the business
How Neil attracted those all important first clients
What challenges and mistakes he made along the way
The process for getting your own financial services licence (and it's probably not as hard as you think)