Episode #524 - Scaling with Purpose: How BRI Wealth Plans to Hit £1B in Assets - with Dan Boardman-Weston

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:

1. 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.
2. 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.
3. 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.”

Make sure you don’t miss any future episodes by subscribing to ScaleUp Radio wherever you like to listen to your podcasts.

For now, continue listening for the full story from Dan.

Scaling up your business isn't easy, and can be a little daunting. Let ScaleUp Radio make it a little easier for you. With guests who have been where you are now, and can offer their thoughts and advice on several aspects of business. ScaleUp Radio is the business podcast you've been waiting for.

If you would like to be a guest on ScaleUp Radio, please click here:

https://bizsmarts.co.uk/scaleupradio/kevin

You can get in touch with Kevin & Granger here:

[e-mail]

[e-mail]

 

Kevin's Latest Book Is Available!

Drawing on BizSmart’s own research and experiences of working with hundreds of owner-managers, Kevin Brent explores the key reasons why most organisations do not scale and how the challenges change as they reach different milestones on the ScaleUp Journey. He then details a practical step by step guide to successfully navigate between the milestones in the form of ESUS - a proven system for entrepreneurs to scale up.

More on the Book HERE - https://www.esusgroup.co.uk/

 

Dan can be found here:

https://brigroup.co.uk/

https://www.linkedin.com/in/dan-boardman-weston/

 

Resources:

ChatGPT - https://chatgpt.com/