Show notes
In this episode of ScaleUp Radio, Kevin Brent is joined by Dan Boardman-Weston, the CEO of BRI Wealth Management – a financial planning and investment management firm overseeing £700 million in assets for around 1,200 clients.
Dan’s journey is nothing short of remarkable. He joined BRI at just 18, took on various investment roles, and, after completing an MBA at 24, became one of the youngest CEOs in the sector at 28/29. Now, he’s steering the company through an ambitious growth phase, with sights set on hitting £1 billion in AUM within two years, and potentially doubling that within five.
This conversation is packed with valuable insights, and it's structured into three parts:
- Understanding the Business: Dan explains what sets BRI apart – blending the expertise of a large firm with the personalised service of a boutique one. He shares their “no-dickhead” policy, the importance of team training, and how 75% of new business comes through client referrals.
- Scaling Challenges & Strategy: From managing rapid change across people, processes, and proposition, to integrating acquisitions smoothly with a 98% client retention rate, Dan offers a transparent view of what it really takes to scale. He also shares how he's learning to let go of the day-to-day and focus more on strategy.
- Quickfire Wrap-Up: Dan gives practical advice for business owners, emphasising the compounding power of early financial planning, staying diversified, and being bold in trying new approaches.
The standout message? “Be bold. Try new things. Don’t be afraid of failure.”
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For now, continue listening for the full story from Dan.
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Most founders I speak to feel busy but stuck; plenty happening, but not always clear on what genuinely matters most this quarter. If that’s you, the G90 Summit is worth a look. A structured half-day where we work through everything competing for your attention, get clear on the three to five things that must happen in the next 90 days, then commit to them and build the system to make sure they actually happen. Quarterly, virtual, £97 a seat.
Dan can be found here:
https://www.linkedin.com/in/dan-boardman-weston/
Resources:
ChatGPT - https://chatgpt.com/