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How to build a successful financial planning firm in 2023 – an interview with Graham Ponting
June 20, 2023 @ 10:00 am – 11:00 am
How to build a successful financial planning firm in 2023 – an interview with Graham Ponting
Graham Ponting founded Clearwater Wealth Management back in 2008, which has grown into a successful financial planning firm. Graham will chat with Ashley on his journey within the industry and the successes and challenges he has faced.
Graham will discuss:
- What advice he would he give to someone starting a new business today.
- What an adviser should focus on, and what not to focus on in the early years.
- How he has incorporated Consumer Duty within Clearwater.
- The challenges he has faced building a one adviser firm and how he overcame them.
- Why he chose an evidence based philosophy, and how its enabled him to spend more time with clients.
60 minutes of Structured CPD.
For Financial Professionals Only
Graham Ponting CFP Chartered CISI Chartered Financial Planner, founder of Clearwater Wealth Management LLP
Graham Ponting has over 35 years’ experience in financial services, having worked for two major specialist life offices; been life and pensions manager for a prestigious firm of chartered accountants; and a director of a London firm of financial advisers. Graham has run his own successful practice since October 1991, forming Clearwater Wealth Management LLP in January 2008.