Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood

The set up of the firm that enables Kevin to focus on being a ‘high-value adviser’ to his clients

The joys and pains (but mostly joys) of setting up a firm from the scratch

Hard lessons on how NOT to do financial planning

The productivity battle - boutique vs. larger firms

Shaping your tech stack

What's next for Oak Four