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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

PublishesWeeklyEpisodes99Founded2 years ago
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BusinessCareersEntrepreneurship

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Latest Episodes

Harry Thiel joins Lewis Byford on The Financial Planning Podcast to share the reality of building Wealthwave Financial from the ground up.

From buying a client bank and moving into a new office, to balancing family life, long hours and the pressure... more

In this episode of The Financial Planning Podcast, Lewis Byford sits down with Rebecca Aldridge, Managing Director of Balance Wealth Planning.

Rebecca shares how she built her firm from the ground up with no clients, no shortcuts, and a clear visio... more

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.

Claudia brings a fresh perspective from both discr... more

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.

Jonat... more

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5.0 out of 5 stars from 7 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. The Plannex Podcast
3. The Meaningful Money Personal Finance Podcast
4. TRAP: The Real Adviser Podcast
5. Making Money

How many episodes of The Financial Planning Podcast are there?

The Financial Planning Podcast launched 2 years ago and published 99 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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