In this episode, Kate sits down with Samantha Challis, founder of Another View Financial Services. Samantha shares how redundancy turned out to be the best thing that ever happened to her, giving her the chance to reinvent herself and create a business built on authenticity, trust, and family values.From her early career at Barclays to launching her own firm, Samantha explains why being present for her son was the biggest driver behind her success. She discusses how offering her time freely has helped build long-term client relationships, why she sees her clients as friends, and how focusing on culture over money leads to sustainable growth.This is a powerful conversation about resilience, staying true to your values, and why putting people before products transforms both clients and businesses.
Adviser 3.0: The Podcast