What happens when a 22-year-old property agent stumbles into financial planning and builds a £25 million business by 30? In this episode, host Kate Phillips speaks with Frankie Smith, founder of Frankie’s Wealth Management, about how she is disrupting the industry with a community-first approach. Frankie shares how she doubled her assets in a year, hired people from outside the profession to challenge the norm, and partnered with luxury brands like Boodles. She also opens up about grief, resilience and why the financial advice profession needs a shake-up. A must-listen for anyone rethinking what success looks like.
Adviser 3.0: The Podcast