James (guest)

James, founder of Porter Partners, shares his journey from St. James's Place to an independent advisory practice. He discusses the cultural shifts that motivated his move and the benefits of reduced client onboarding friction. James also dives into the complexities of choosing a tech stack, opting for minimal, API-friendly solutions. He emphasizes the importance of getting new advisors into client meetings early to build relationships. Plus, he offers valuable advice for peers considering a similar career shift and reflects on the future of technology in client services.