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The Financial Planning Podcast

Lewis Byford

Hosted by Lewis Byford, the Co-founder of Antony George and the Financial Planning Club, The Financial Planning Podcast brings you inspiring stories and invaluable insights from Operations Managers, Directors, and Owners of successful financial planning businesses. In each episode, Lewis sits down with industry leaders to uncover their top tips and strategies for growing and driving business succe... more

PublishesDailyEpisodes86Founded2 years ago
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Latest Episodes

In this episode, Lewis speaks with Tim Horrocks, founder and CEO of RockWealth, about building a client-first, evidence-led financial planning business and how his partnership with Albion Strategic has supported that mission.

Tim shares the journey... more

In this episode, Lewis sits down with Amy Goodall-Smith, founder of Goodall-Smith Wealth Management, to explore what it really means to build a values-led financial planning firm.

Amy shares how she left a big national to create a more human, empa... more

In this episode of The Financial Planning Podcast, Lewis is joined by Tom Hegarty, CEO of SimplyBiz and Chair of the New Talent Alliance, for a warm, insightful conversation about building a more sustainable, impactful advice profession.

Tom reflec... more

In this episode of the Financial Planning Podcast, Lewis sits down with Wes Wilks, CEO of Iron Market Wealth and Fint Invest, for a rich and inspiring conversation about building a truly client-led financial advice business. Wes shares how he went fr... more

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5.0 out of 5 stars from 6 ratings
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    Very informative and quite fun.

    Apple Podcasts
    5
    Frosty0769
    United Kingdom2 years ago

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Which podcasts are similar to The Financial Planning Podcast?

These podcasts share a similar audience with The Financial Planning Podcast:

1. Adviser 3.0: The Podcast
2. Financial Planner Life Podcast
3. TRAP: The Real Adviser Podcast
4. Making Money
5. The Meaningful Money Personal Finance Podcast

How many episodes of The Financial Planning Podcast are there?

The Financial Planning Podcast launched 2 years ago and published 86 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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