The Financial Planning Podcast

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 success. But it's not just about the numbers – we also delve into the personal journeys of these professionals, exploring how they built their careers and businesses to what they are today. Whether you're looking to expand your financial planning business or seeking inspiration from the best in the industry, this podcast offers a unique blend of professional advice and personal stories that will motivate and educate. Tune in and learn from the experts on The Financial Planning Podcast – where financial success meets personal growth

The Financial Planning Podcast is a business podcast hosted by Lewis Byford, with 99 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Lewis Byford hosts The Financial Planning Podcast, a business show with 99 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #41

  Harry Thiel - WealthWave Financial

  May 11, 202654 minS3

  <p >Harry Thiel joins Lewis Byford on The Financial Planning Podcast to share the reality of building Wealthwave Financial from the ground up.</p> <p >From buying a client bank and moving into a new office, to balancing family life, long hours and the pressure of growing a business, Harry opens up about the highs and challenges of becoming an owner-manager in financial planning.</p> <p >Lewis and Harry discuss delegation, imposter syndrome, succession opportunities, work-life balance, building a modern advice business and why community matters when you're trying to grow something meaningful.</p> <p >If you're a financial planner...

  ListenShow Notes
• 

  Episode #40

  Rebecca Aldridge - Balance Wealth

  May 4, 20261h 1mS3

  <p >In this episode of The Financial Planning Podcast, Lewis Byford sits down with Rebecca Aldridge, Managing Director of Balance Wealth Planning.</p> <p >Rebecca shares how she built her firm from the ground up with no clients, no shortcuts, and a clear vision of doing things differently.</p> <p >They dive into what it really takes to build a scalable financial planning business, from putting the right operational framework in place early, to creating a culture where people can grow, take ownership and genuinely enjoy their work.</p> <p >Rebecca also breaks down her approach to fixed fees, why...

  ListenShow Notes
• 

  Episode #39

  Claudia Clark - Saturn

  Apr 27, 202641 minS3

  <p >In this episode of The Financial Planning Club Podcast, Lewis sits down with Claudia Clark from Saturn to unpack one of the biggest challenges facing advice firms right now… operational efficiency.</p> <p >Claudia brings a fresh perspective from both discretionary fund management and the fast-moving AI and tech space, working closely with over 700 advice firms to understand what's really slowing them down.</p> <p >This isn't a conversation about chasing shiny new tech. It's about getting clear on your process, fixing the real bottlenecks, and using technology properly to enhance both your business and your client experience.</p> <p >...

  ListenShow Notes
• 

  Episode #39

  Jonathan Newell - BareRock

  Apr 20, 202653 minS3

  <p >In this episode of the Financial Planning Podcast, Lewis sits down with Jonathan Newell, CEO and co-founder of BareRock, for a practical conversation about PI, risk and what good support should actually look like for financial planning firms.</p> <p >Jonathan shares the story behind BareRock, the frustrations that led to its creation, and why too many quality firms are still being treated like everyone else when it comes to PI. They also get into complaints handling, policy wording, risk management, why PI should be seen as a strategic asset, and what firms need to understand before simply renewing...

  ListenShow Notes
• 

  Episode #38

  Marina Herbert - Herbert & Webster

  Apr 13, 20261h 16mS3

  <p >In this episode of the Financial Planning Podcast, Lewis sits down with Marina Herbert from Herbert & Webster for a refreshingly honest conversation about the role operations plays in building a strong financial planning business.</p> <p >Marina shares her journey into the profession, how Herbert & Webster grew from the early days, and why they have been so deliberate about building the firm around values, process, client experience and the right external support.</p> <p >They get into outsourcing, systems, operational leadership, business growth, and the reality of making strategic decisions when you do not always know the answer straight...

  ListenShow Notes

Recent guests on The Financial Planning Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.