Our Founder and CEO, James Connor, was recently interviewed by James Walker on the BWD In The Know Podcast.
The conversation explores James’s journey from professional footballer to business owner, and the principles that have shaped Connor Broadley’s nearly two decades of independent financial planning. James reflects on the importance of client relationships, staying true to your values and why good people create a good culture. He also looks ahead to what it takes to prepare a business for the future, from investing in technology and infrastructure, to succession planning and attracting the next generation of clients.
To watch the episode, click below:
