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 Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The Financial Planning Podcast, a business show with 0 episodes published.

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  Episode #2

  Podcast on Tour! Verve Transformation 2026 - Cathi Harrison

  Sep 23, 202615 minS5

  Next up on Podcast on Tour from Verve Transformation 2026, we're joined by Cathi Harrison, Founder & CEO of Verve. Recorded live at the event, Cathi talks about the journey behind Verve, how the business has evolved, and why so much of her focus is now on helping financial planning firms operate better, scale more effectively and make finance more accessible. We also get into Verve's Careers in Finance platform and the work being done to bring new talent into the profession, as well as the role AI can play in making services more efficient and reducing costs for firms and clients. Cathi also shares what she'd change in the profession if she had a magic wand, why business owners need to spend more time thinking about the business itself, not just the advice, and what makes Verve Transformation such an important day in the calendar. A quick-fire conversation covering growth, talent, technology, accessibility and the future of financial planning. ️ Recorded live at Verve Transformation 2026.

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  Episode #3

  Podcast on Tour! Verve Transformation 2026 - Tony Pound

  Sep 23, 202616 minS5

  Next up on Podcast on Tour from Verve Transformation 2026, we're joined by Tony Pound, Founder of Journey Happy Financial Planning. Tony shares his journey from more than 35 years in financial services to taking the leap into self-employment, just one month before lockdown and eventually building the boutique financial planning business he had pictured for years. We talk about finding clarity on who you really want to work with, learning to say no to the wrong-fit clients and deciding what success actually looks like for your own business, rather than simply chasing growth for growth's sake. Tony also opens up about the shift from adviser to business owner, the question of what comes next once you've built the business you originally set out to create, and why not every financial planning firm needs to become bigger. Plus, we discuss the isolation that can come with self-employment, the value of having the right people around you and Tony's advice for anyone currently wondering whether to make the leap themselves. ️ Recorded live at Verve Transformation 2026.

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  Episode #1

  Podcast on Tour! Verve Transformation 2026 - The Financial Planning Club

  Sep 16, 202628 minS5

  We're back on tour. To kick off our Podcast on Tour series from Verve Transformation 2026, The Financial Planning Club co-founders sit down together for a proper catch-up on all things Club. Recorded live from the event, they talk about what's coming up over the next few months, the role the Club plays for owner-managers, why accountability and community matter so much, and how they're continuing to evolve the support available to financial planning firms. They also get into upcoming Club events, future plans, Insights Discovery, Experience the Club, and what 2027 is starting to look like, with the usual mix of practical business chat, honest reflections and a fair amount of duck-related chaos along the way. It's a relaxed first episode to set the scene for the series, before we hand the mic over to more guests recorded live at Verve Transformation 2026. ️ Recorded live at Verve Transformation 2026.

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  Episode #2

  Nick Ryan & Hayley Rabbets - Pilot Financial Systems

  Aug 31, 20261 hourS4

  Simplifying Financial Advice: Tech, Time & the Future of Planning with Nick Ryan & Hayley Rabbets Nick Ryan and Hayley Rabbets join Lewis on The Financial Planning Club Podcast to talk about one of the biggest challenges facing advice firms today, complexity. They discuss why so many firms are still losing time to clunky processes, duplicated systems and overcomplicated tech stacks, and why adding another bit of software often isn't the answer. Nick and Hayley share the thinking behind Pilot, the importance of starting with your process before choosing technology, and how better systems can create more capacity for advisers to spend time where it actually matters, with clients. They also get into AI, operational efficiency, the advice gap and why sometimes the biggest improvement comes from stripping things back rather than adding more. If you're looking at your processes, tech stack or capacity inside your advice business, this one is well worth a listen.

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  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...

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