Probably like me during my own 10 years in 4 countries as an IFA (with a wife and two kids trekking around with me!), you might have reached a point in your IFA journey where you’re thinking about your next move. Maybe it’s not even the first time...?
Look, we’ve all been there. I’ve worked for a few well-known IFA brands and even opened offices for some. I got fired from a couple too — for not wanting to do things their way. The old-school “Brittex” model, panel-beating prospects into submission… yeah, that way. I always believed there had to be a better way to do this business.
Fast-forward 15 years, and now I recruit for some of those very same firms who once fired me — using the exact methods they once said “would never work.” Ironic, right? Almost cost me my marriage twice too! 😅 (Story for another day!)
Anyway, here’s why I’m writing to you:
Our biggest client is hosting another webinar on the 19th of November.
Most of you can probably guess who it is. And here’s my confession: I was once on the smear train against this company — not because I had any bad experience (I never worked there), but because it suited my narrative as a competitor. One of those “everyone says it, so it must be true” moments.
But times have changed. Regulations have tightened everywhere, clients are more savvy, and the old 30 year $1000 / month Generali Vision days are long gone (remember those comms? 😂). The game has evolved — and so have the players.
Two years ago, I decided to reach out to this same company and had a chat with the CEO. I wanted facts — not gossip. I’d read the bad press over the years, sure, but I’d also noticed that many CEOs and MDs of smaller IFA firms started with this company. That got me thinking — surely it can’t be all bad, right?
What I saw completely flipped my perspective.
After an hour-long conversation and a full back-office + CRM walkthrough with the founder himself, I realized how far ahead of everybody else they actually are.
As someone who dabbles in coding and tech myself, I was genuinely impressed. I literally saw over 1,000 client meetings booked live for the following week across the firm. You can’t fake that kind of operational scale.
Sure, their commission splits might not be the highest — but now I get why! They’re 10 years ahead in tech, automation, and structure...and naturally it costs to keeo things fresh and on the edge. I’ve never seen anything like it in our space.
Now, let’s address the elephant in the room. Yes, they’ve been ridiculed for “hiring everyone from pizza delivery guys in Ghana to insurance salespeople from Pakistan”, so to speak. And yes, 10 years ago, half the well-known brands (many no longer around) did exactly the same thing!
My client was the first to scale that model — and many others copied it, though far from equaling it. You only get to be the first at anything ONCE, and they changed the game for all of us...
...and no — I’m not being paid to say this.
I’m just frustrated that so many firms still have no real trainee programs. They’d rather poach experienced advisors than invest in new talent — even when Level 4+ UK-qualified people come knocking. Lazy recruitment and truly missed opportunities to shape and mold people to YOUR model, plain and simple.
I see both sides every day — and let me tell you, some folks love to point fingers, criticize, yet do very little...some absolutely nothing themselves!
So here’s the point:
I don’t care who you work for or where you’re from — if you want a legitimate, proven opportunity in international wealth management with a company that’s built to last (think the Amazon or Walmart of our industry), then this webinar is your shot.
You’ll hear directly from the leadership — no internal recruiter fluff, no quota-chasing sales pitch. Just facts, straight from the source.
See for yourself why so many of the industry “lifers” I’ve spoken to refuse to leave. They know they’re being looked after — and they know the firm will still be here in 10 or 20 years. Forget the online haters — most of them couldn’t hack it in this business anyway.
So, why not listen in for yourself?
Here’s my honest advice:
The worst people to take career advice from are very often friends, family, or industry colleagues. I on the other hand have that eagle eye view and can see what everybody is doing — so believe me, I know what works and what doesn’t, because I deal with everybody whose anybody.
I see MANY people who still are just going through the motions, some even bewildered still after a few years, NOT really getting anywhere of note...-NOT taking full advantage of what the industry has to offer.
I can tell you who the winner and LOSER companies are in this game, who to entertain and who to AVOID, and you'd be surprised to se it's NOT always who you think it is, both ways!
All I can say is that you need to be sure you are with people who can actually MAKE things happen for you, not just TALK about it. And if you're NOT getting where you need to be, then you better be hitting the button below and find out what you might be missing out on! You never know!
So, 19th November 10am CET...what have you got to lose?
