The Power of Employee Ownership: Landmark IFA’s Growth Journey

Adam (Active Internet Marketing) and John (Octopus Computers) sit down with Kevin, founder of Landmark IFA and chair of Landmark Financial Group. He shares why he left large institutions, opened the doors with staff but no clients, and scaled to 37 advisers and 65 staff through smart hiring, acquisitions, and an employee ownership trust. We dig into culture (“ego-less,” team first, DYP (deliver your promise) and how Landmark handles regulation, training, and AI as a force-multiplier, not a headcount reducer. If you’re growing a professional services firm, this is a blueprint for sustainable scale without losing your soul.

Key takeaways from our talk with Kevin:

• Employee ownership locks in independence and adviser confidence.
• Growth lever: acquire retiring books and use them to recruit rising advisers.
• AI is a tool ...