Hosted by Lewis Byford · 🇺🇸 US · EN · 99 episodes
Established thought leaders with verified media credentials.
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
Lewis Byford hosts The Financial Planning Podcast, a business show with 99 episodes published.
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,
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
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
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 fin
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
In this episode of the Financial Planning Podcast, Lewis sits down with Vanessa Barnes for a brilliant conversation on how financial planning has changed over the last 40 years and where the profession still needs to imp
In this episode of the Financial Planning Podcast, Lewis sits down with Chris Palmer, Managing Director of Hansford Bell, for a brilliant conversation about leadership, growth and what it really takes to build a strong a
In this episode of the Financial Planning Podcast, Lewis sits down with Debbie Brant, Managing Director of Bigmore Associates. Debbie shares her 25-year journey in financial services, from starting out as a junior parapl
In this episode of the Financial Planning Podcast, Lewis sits down with Matt Campbell, founder of Stadium Wealth and a member of the Financial Planning Club. After more than a decade working in banking, Matt made the lea
In this episode of the Financial Planning Podcast, Lewis sits down with Max Sullivan, Chartered Financial Adviser and founder of Archgate Wealth. After a life-changing medical setback in his teens redirected him away fro
In this episode of the Financial Planning Podcast, Lewis sits down with Taylor Beavis, founder of Universe Financial Advice, a deliberately small, boutique firm built around lifestyle, freedom, and intentional growth. Fr
In this episode, Lewis sits down with Justin King, Chartered & Certified Financial Planner, Registered Life Planner and founder of MFP Wealth Management. Justin shares his remarkable personal story: from a youth training
In this episode, Lewis sits down with Frazer Cronin, Head of Operations at First Wealth, to explore what it really takes to build a modern financial planning firm from the inside out. Frazer shares his journey from caree
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 mis
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 t
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 a
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 busin
In this episode of The Financial Planning Podcast, Lewis is joined by Susie Hill, a seasoned financial planner whose journey spans RAF service, direct sales, RDR reinvention, and today, a tech-savvy solo practice with a
In this episode of The Financial Planning Podcast, Lewis is joined by Pete Matthew, Chartered Financial Planner, author, and the creator of Meaningful Money, to explore what really separates great planners from good ones
In this episode of The Financial Planning Podcast, Lewis sits down with Alex Crowther from Timeline, one of the fastest-growing DFMs in the UK and a valued collaborator of the Financial Planning Club. Alex shares her jou
Chris Palmer
assistant professor of psychiatry · Harvard Medical School
1 appearance on this show
Matt Campbell
associate professor of Genitourinary Medical Oncology · university/medical institution (not specified)
1 appearance on this show
Justin King
Chartered & Certified Financial Planner, Registered Life Planner · MFP Wealth Management
1 appearance on this show
Pete Matthew
Chartered Financial Planner, author, creator of Meaningful Money
1 appearance on this show
Alex Crowther
pain coach · Pain Coach Academy
1 appearance on this show
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The Financial Planning Podcast is hosted by Lewis Byford. The show is categorised under business (careers) and has published 99 episodes.
The Financial Planning Podcast has published 99 episodes.
The Financial Planning Podcast regularly covers business, careers, entrepreneurship. It sits in the business category, with a careers focus.
The Financial Planning Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Financial Planning Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Financial Planning Podcast average 57 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Financial Planning Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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