From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm

Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm

In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management.

Marc shares his journey from day one of the St. James’s Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, with big plans to triple the size of the business in the next five years.

🔥 What you'll learn in this episode:

• How Marc used his estate agency background to win early clients
• The role the SJP Academy played in helping him build the foundations
• Why mortgages were a strategic way to keep cash flow going and build trust
• How he built powerful introducer relationships, especially with accountants
• How he supports an accountancy firm with 8,000 clients through education and webinars
• Why relationship-building still beats technical knowledge in the early years
• How he plans to scale towards £1 billion AUM with a long-term mindset

💬 Marc’s story is a real-world example of what it takes to grow a successful advice business from the ground up and it’s packed with practical insights for anyone building a career in financial planning.

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