57 North Financial Planning

Welcome to the Executive Podcast. 

On today’s episode, we’re talking to Jake Bernardi, the co-founder and director of 57 North, about his bold leap from working in a large financial firm to starting his own financial advice company. He shares the risks he took, the challenges of building a brand while under an a non compete clause, and how he made his vision a reality.

Jake also gives us a behind-the-scenes look at what makes financial planning juicy, plus, he’s got some great advice for anyone looking to enter the industry—and a passionate message for the next generation of financial planners.

We'll also hear what excites him about 57 North, and the top three lessons he’s learned from his entrepreneurial journey.

Tune in to hear Jake’s inspiring story and gain valuable insights into the world of financial planning. You won’t want to miss it!

 

Mentioned: 

Traction: Get A Grip on Your Business by Gino Wickman https://www.amazon.co.uk/Traction-Get-Grip-Your-Business/dp/1936661837 

 

You can find more information on 57 North here:

https://57northfp.com/

[e-mail]

https://uk.linkedin.com/company/57-north-financial-planning

https://57northfp.com/contact

facebook.com/57northfinancialplanning 

 

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Recording:

storyandstage.co/ 

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