Ep 57: Evolving a Business, Little by Little
In this episode:
Abraham chats to Jo Little (CEO) and Alfie Mullan at Emery Little, covering:
Accidental vs. traditional routes into Financial Planning
Why you don’t need to fit into a box to lead a business
What Emery Little looks like today
Why retirement is a young person’s game
Leadership, power struggles & the dynamics of a family business
Who is Jo Little?
Jo is the third generation of 'Littles' at Emery Little, following in her Dad and Grandad's footsteps. She started her career at Emery Little at the tender age of seven when she was responsible for stamping literature. She continued to help out, and after completing her degree in Industrial Economics in 2010, she joined the business as a Junior Paraplanner. Since then, she has continued to build on her experience and now combines financial planning for clients with running the business as CEO.
Who is Alfie Mullan?
When Alfie joined Emery Little in 2007 as an administrator, he didn't even know what an ISA was. However, he’s worked his way through the exams and fell in love with the profession, achieving full Chartered Financial Planner status in 2015. Alfie is now a Chartered Financial Planner and Director of Financial Planning at Emery Little.
Where to find Jo & Alfie:
LinkedIn: Jo Little & Alfie Mullan
Twitter: @jarenlittle & @alfiemullan
