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Chris Ball: Hoxton Wealth’s Big Plans for 2025

Financial Planner Life Podcast

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Navigating Talent and Technology in Financial Planning

This chapter explores the challenges of talent attraction and the importance of under-promising and over-delivering in the financial planning sector. It discusses how Hoxton Wealth supports financial planners through an entrepreneurial environment, emphasizing the shift towards team-based client management and the role of technology in enhancing client onboarding. Additionally, the chapter touches on ambitions for expansion into the American market and the evolving focus on lifestyle financial planning that aligns with clients' personal goals.

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