A Day in the Life of a £250 millon Financial Adviser
Chris Ball
0:00 / 0:00
A Day in the Life of a £250 millon Financial Adviser
1 650 просмотров · 1 г. назад
Chris Ball
351 подписчик
1 650 просмотров · 1 г. назад
What does a day really look like for a financial advisor managing £250 million in assets?
In this episode of Don’t Shoot the Messenger, Chris Ball (CEO of Hoxton Wealth) is joined by Jonathan Jay (JJ), Head of UK Operations of Hoxton Wealth, for a behind-the-scenes look at the daily structure, mindset, and systems it takes to build and manage a quarter-billion-pound book of business.
From early morning routines and prospecting strategies…
To team structures, client relationships, time management, and emotional resilience, Chris and JJ break down the real day-to-day life of top-tier advisers.
Whether you're a new planner, a seasoned pro, or someone curious about the profession, this episode gives you a raw and practical insight into:
What advisers actually do all day
How to balance new business vs existing clients
Why routine and preparation are critical
Building the right team around you
When to scale, delegate, and invest in support
What they wish more advisers understood
The mindset behind staying sharp and constantly learning
Don’t forget to like, subscribe, and hit the bell icon to get notified when new episodes drop.
Drop a comment with your biggest takeaway, we read every one!
If you want to see what life at Hoxton Wealth looks like, check out: @HoxtonLife
For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwe...