Anthony Villis on building a large lifestyle planning practice

• Anthony’s background and how he came to be Managing Partner of First Wealth
• What kind of clients do First Wealth serve?
• Why was the firm setup as a LLP structure?
• Anthony tells us about his “start with why day”
• How they had a lightbulb moment with financial planning
• What is Anthony’s view of digital advice and how does it fit alongside their core offering
• What has been his experience of being in a network?
• What is Anthony’s advice to next generation planners?
• Any learning resources he recommends