Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model

Abraham and Rebecca have an interesting discussion about: - Rebecca’s career at Balance: Wealth Planning, and insight into her personal journey that led to her starting the firm - Where she is in terms of people clients, and financial metrics - Since Balance started it’s grown incredibly fast, Rebecca explains the key drivers behind this - The significance of fees, and why they shouldn’t be adjusted to the client’s budget - What the investment process looks like today, including whether to outsource or build things internally, and what the pros and cons are to each approach - Rebecca’s single biggest bug bear about the profession - Rebecca’s personal approach to retirement