I have often wondered what it would be like to start a brand new financial planning practice from scratch. What would the process look like if I was unencumbered by any pre-existing systems, technology or even client expectations. My good mate Andy Hart, a previous guest on the show back in Session 79, has recently launched his own practice, Maven Adviser. I’m going to chatting to him about the decisions he has made and why. Along the way, I hope you might learn something about what makes a good adviser.

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The Maven Adviser

My good mate Andy Hart is known in the UK financial planning world as a ninja user of Voyant, the best financial planning software available to advisers. He’s also pretty vocal about how he thinks financial planning should be done, so I was fascinated to get a glimpse into the choices he has made in setting up his new practice, Maven Adviser. In this interview, we cover everything from his investment strategy and the process he takes his clients through from start to finish. I also ask him about the books he most frequently recommends to his clients.

Resources mentioned in this episode

Website: Maven Adviser

Book: The Number, Lee Eisenberg

Book: The Automatic Millionaire, David Bach

Twitter: MavenAdviser

**Sorry, no transcript this week**

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