Anthony Villis on building a large lifestyle planning practice

Anthony’s background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure? Anthony tells us about his “start with why day” How they had a lightbulb moment with financial planning What is Anthony’s view of digital advice and how does it fit alongside their core offering What has been his experience of being in a network? What is Anthony’s advice to next generation planners? Any learning resources he recommends