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The New Leaf Podcast
Are you an aspiring financial or mortgage adviser? Looking to grow your business, find your niche, or just starting your journey? Welcome to the New Leaf podcast, where we turn over a new leaf in financial advice.
Join us as we interview successful advisers and industry experts who share their real-world stories, candid advice, and practical tips. Each episode provides a deep dive into the challenges and triumphs of building a thriving career in financial services.
We cover topics that matter to you, from qualifying and finding your first clients to specializing in complex areas like development and bridging finance. Our goal is to provide you with the insights and inspiration you need to succeed.
Ready to start your career or take the next step? Learn how New Leaf Distribution can support you at www.newleafdistribution.co.uk
The New Leaf Podcast
Matthew Abouzeid: The Journey to &Together
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Episode Summary: What makes a senior professional leave a 15-year career at a global powerhouse like Vanguard to start their own practice? In this episode, Matthew Abouzeid, Director of &Together, joins guest host Sam Oakes to discuss his journey from corporate "manufacturing" to independent financial planning.
Matthew reveals the rigorous process he went through to launch his firm, including his experience vetting 10 different financial networks. He shares why he chose New Leaf Distribution over private-equity-backed competitors, citing the importance of mentorship, culture, and immediate access to specialist support.
Key Topics Discussed:
- The Transition: Moving from a corporate giant to the "don’t look down" reality of self-employment.
- The Entrepreneur’s Trap: Why business owners often fail to diversify and how to move from a "one-stock portfolio" to a "10,000-stock portfolio."
- Vetting the Networks: Why New Leaf’s "heart-led" approach and focus on "helping you be brilliant" won out over turnover-driven firms.
- Independence as a Mindset: Why &Together works for the client, not the manufacturer.
Why New Leaf Distribution? For advisors like Matthew, New Leaf provides more than just a license to trade. We offer the "Expert Legs" your business needs to scale, including:
- Direct access to Tax and Trusts specialists.
- In-house Paraplanning support to free up your time.
- Strategic mentorship from industry leaders like Mark Hobbs and Daniel Hobbs.
- A community that supports the transition from corporate employee to independent business owner.
Connect with our Guest:
- Matthew Abouzeid: Matthew Abouzeid | LinkedIn
Turn Over a New Leaf: Are you a corporate professional or breakaway broker looking for a network that values your vision? Visit www.newleafdistribution.co.uk to learn how we help advisors build legacies.
The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisors like Kelsey at www.newleafdistribution.co.uk