Podcast on Tour! Verve Evolution 2025 - Keith Hare
Description
After two decades helping financial planning firms scale, evolve and thrive, Keith Hare is now walking the talk. In this Podcast on Tour episode, we catch up with Keith as he prepares to launch Cadence Financial Planning, a new, AI-enabled advice firm rooted in purpose, clarity, and control.
Keith shares what it’s like to go from consultancy to co-founder, why he’s focused on building a business that empowers both clients and advisers, and the thinking behind everything from his recruitment strategy to his tech stack.
If you’re thinking about what a modern, human-first firm looks like, or how to create a values-led business with true direction of travel, this conversation is packed with insight.
This one’s for the planners who want to build with intention.
United States
