On the New Leaf Podcast, Founder Mark Hobbs welcomes two of the network's most successful and long-standing advisers, Mark Scott and Marta Scott-Manuszewska, who run Positive Advisers and Five Star Mortgages. This episode is an uncensored look at entrepreneurial resilience. In a candid chat, they discuss how they started with almost nothing after leaving a previous firm, built their business quickly from their dining room table, and are now a team of 12 desperate for more advisers due t...
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On the New Leaf Podcast, Founder Mark Hobbs welcomes two of the network's most successful and long-standing advisers, Mark Scott and Marta Scott-Manuszewska, who run Positive Advisers and Five Star Mortgages. This episode is an uncensored look at entrepreneurial resilience. In a candid chat, they discuss how they started with almost nothing after leaving a previous firm, built their business quickly from their dining room table, and are now a team of 12 desperate for more advisers due t...
From Corporate Banking to Self-Employed IFA | Rebecca Penny on Building an IFA business from Scratch with no CAS
The New Leaf Podcast
21 minutes
1 month ago
From Corporate Banking to Self-Employed IFA | Rebecca Penny on Building an IFA business from Scratch with no CAS
In this episode of the New Leaf Podcast, host Sam Wallis sits down with the inspiring Rebecca Penny from Planet Financial to discuss what it's truly like to go self-employed in the financial services industry. Rebecca shares her journey from a comfortable private banking role to being rejected by every network for not having a client bank or her Competent Adviser Status (CAS). She reveals how she overcame these challenges and, with the support of New Leaf Distribution, built a thriving busine...
The New Leaf Podcast
On the New Leaf Podcast, Founder Mark Hobbs welcomes two of the network's most successful and long-standing advisers, Mark Scott and Marta Scott-Manuszewska, who run Positive Advisers and Five Star Mortgages. This episode is an uncensored look at entrepreneurial resilience. In a candid chat, they discuss how they started with almost nothing after leaving a previous firm, built their business quickly from their dining room table, and are now a team of 12 desperate for more advisers due t...