Anthony Villis on building a large lifestyle planning practice

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

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  • 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
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