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You’re Never Ready: The Founder’s Guide to Backing Yourself and Building the Right Team

Backing Yourself and Building the Team: Founders can move forward by recognizing strengths and giving others ownership.

There is rarely a perfect moment to make the next big move in business. Whether it is hiring your first senior employee, investing in growth or stepping back from responsibilities you have always controlled, founders often wait for certainty that never arrives.

David can explore how business owners can recognise when they have reached the point where they need to back themselves, build a team and start giving away control. He can also discuss the importance of recognising what you are genuinely good at - and being willing to let someone else take ownership of the things you are not.

David brings a valuable perspective because his work sits at the intersection of business, finance and long-term planning. He understands that building a successful business isn't simply about increasing revenue; it is about having the right people, financial foundations and long-term strategy in place.

About David Shepherd

David Shepherd, podcast guest

Managing Partner – Business owner, Kingsford Wealth Management | Host, The 6 Minute Partner Podcast for Lawyers

17+ Years in financial services4 Major financial institutions in his career backgroundDipPFS Diploma-qualified Personal Finance Society member£50M+ Client business exits advised

David Shepherd helps high-earning professionals make sense of financial planning when their work, family life, and lack of time make long-term decisions easy to defer. His perspective comes from both sides of the financial world: the technical, markets-driven environment of investment banking, and the more personal, long-range work of financial advice.

David began his career in investment banking, working with organisations including Santander, Bank of America Merrill Lynch, and Barclays. He was drawn to the numbers, but over time realised that the work he valued most was not just analysing markets or managing financial detail. It was helping people make clearer decisions about their future. David transitioned into financial advice after reassessing his career direction and retraining through the Chartered Insurance Institute exams. He went on to build his expertise in financial planning and now works with successful individuals, professionals and business owners on building and managing their wealth.

Today, David works with professionals who are intelligent, ambitious, and often time-poor. He has a particular focus on lawyers and city professionals, along with successful business owners and people who have exited multi-million-pound businesses. A recurring theme in his work is that capable people can still neglect their own planning because they are busy solving complex problems for everyone else.

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