Chris Palmer’s career didn’t start in financial services, and it nearly didn’t happen at all.
From the Navy to banking during the financial crisis, Chris worked his way into financial advice before making a move that would define his career: buying into the firm he joined.
In this episode, Chris shares his journey from employee to owner, the realities of equity and progression, and what it takes to build a business that lasts.
We also explore the challenges facing independent firms today, the pressure of regulation, and why true independence still matters in financial advice.
A must-listen for advisers thinking about ownership, succession and long-term career progression.
Adviser 3.0: The Podcast