Hiring Missionaries, Not Mercenaries: How Guy Skinner Built a £1M Financial Planning Firm

12 Mar 2025 • 51 min • EN
51 min
00:00
51:30
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Hiring Missionaries, Not Mercenaries with Guy Skinner In this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Financial Planning, to discuss what it really takes to build a sustainable, mission-driven financial planning firm. Key Takeaways: 🔹 Why ‘Missionaries, Not Mercenaries’ Is the Hiring Philosophy That Works Guy shares why he prioritises hiring people with purpose over those who simply chase numbers. He believes that a team driven by values - not just financial incentives - creates better client outcomes and a stronger business. 🔹 The Blueprint for Growth: Focusing on Young Legal Professionals Instead of chasing high-net-worth clients, Guy built his business by helping newly qualified solicitors - young professionals who had just doubled their salaries but lacked financial guidance. This niche allowed him to scale rapidly, bringing in 139 clients in his first year. 🔹 How Clear Communication and Visuals Transform Client Relationships Guy explains how sketching financial concepts in real time helps clients truly engage with their plans. This simple but effective approach ensures clarity and builds trust. 🔹 Bridging the Advice Gap with Technology With only 8% of the UK population receiving financial advice, Guy is exploring how AI and digital tools can scale financial guidance and make advice more accessible to younger generations. Why Listen? If you’re a financial planner looking to build a business that lasts - or a firm owner struggling with hiring the right people - this episode is packed with practical insights you can apply today. Begin your financial planning career journey today Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.  With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you"re looking to start your career in Financial Planning, check out the Financial Planner Life Academy here Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

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