Self-Employed Financial Advisers Who've Bought 5 Advice Firms | Arrowe Financial

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Mike and Jane Saunders have run their own financial advice business since 1998. They've now bought five more from advisers who were ready to retire, and they're not stopping.

Mike and Jane run Arrowe Financial in Heswall on the Wirral, part of The Openwork Partnership. They tell Sam Oakes what being self-employed really means, how they find and fund acquisitions, how they're building a succession plan, and why protection still sits at the heart of every client relationship.

In this episode:

Going self-employed with three young children and a mortgage
Buying advice businesses from advisers with no succession plan
Mike's advice for anyone making their first acquisition
Building the next generation of owners through Route to Principal
The protection conversation that paid out two months later

Watch the full episode on YouTube: https://fpl.partners/mike-jane-saunders-pod-ep
Arrowe Financial: https://fpl.partners/arrowe-financial-pod
The Openwork Partnership: https://fpl.partners/Openwork-MikeJane-pod
Work with Financial Planner Life: https://fpl.partners/work-pod

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Want to appear on the Financial Planner Life podcast? Reach out to sam@financialplannerlife.com

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00:00:00Introduction

00:00:38Running an advice business as husband and wife

00:02:54Where the competitive streak comes from

00:04:25Hyrox, triathlon and a culture built on challenge

00:08:00101 triathlons in 101 days for charity

00:10:16Leaving Abbey National to set up Arrowe Financial

00:11:36The reality of going self-employed

00:13:57The Openwork programmes that changed Mike's thinking

00:16:22Buying the businesses of retiring advisers

00:18:44Payment periods and funding acquisitions

00:19:25Jane on the nerves of a first acquisition

00:20:23What is the end goal?

00:21:42AI at Arrowe Financial

00:23:54Human connection in an AI world

00:25:22Inside the team at Arrowe Financial

00:28:33The support Openwork provides

00:30:07Admin, then mortgages and protection, then wealth

00:32:17Mortgage advice as a route into financial planning

00:33:38Advice for anyone buying an advice business

00:35:52Succession through Route to Principal

00:39:02Assets under management and growth plans

00:40:06Protection as the foundation of advice

00:43:01Why protection gets pushed aside at the mortgage stage

00:44:58Using the budget conversation to make protection real

00:45:53Wrapping up

TRANSKRIP 🔗

WEBVTT
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And today on the Financial Planner Life podcast, we welcome husband and wife Mike and Jane Saunders.
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Their company's called Aero Financial, and they are part of the open work partnership.
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The fittest guys in the world, I'm gonna say.
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Nothing's gonna happen to me, I'm so fit.
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And two months later, he went out for a run and was hit from behind…

Self-Employed Financial Advisers Who've Bought 5 Advice Firms | Arrowe Financial

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