Anthony Villis on building a large lifestyle planning practice

Published: April 28, 2020, 10:28 a.m.

  • Anthony\u2019s background and how he\xa0came 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 \u201cstart with why day\u201d
  • How they had a lightbulb moment with financial planning
  • What is Anthony\u2019s\xa0view of digital advice and how does it fit alongside\xa0their core offering
  • What has been his\xa0experience of being in a network?
  • What is Anthony\u2019s\xa0advice to next generation planners?
  • Any learning resources\xa0he recommends