The Financial Planning Podcast copertina

The Financial Planning Podcast

The Financial Planning Podcast

Di: Lewis Byford
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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.2024 Economia Gestione e leadership Leadership Ricerca del lavoro Successo personale
  • Podcast on Tour! Verve Transformation 2026 - Stephanie Woodward
    Oct 21 2026

    Next up on Podcast on Tour from Verve Transformation 2026, we're joined by Stephanie Woodward from Poole Townsend.

    Stephanie shares her journey back into financial services after time working in the NHS and environmental consultancy, and how those experiences have shaped the way she now approaches leadership, problem-solving and client work.

    We also talk about Poole Townsend's move to employee ownership, the challenge of leading people through change, improving processes and compliance, and why getting the foundations right creates more space to focus on what matters most, clients and relationships.

    🎙️ Recorded live at Verve Transformation 2026.

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    14 min
  • Podcast on Tour! Verve Transformation 2026 - Conor O'Sullivan
    Oct 21 2026

    Next up on Podcast on Tour from Verve Transformation 2026, we're joined by Conor O'Sullivan, Founder of O'Sullivan Financial Planning.

    Conor shares his journey from corporate financial services into building his own firm, how the business has grown from a small lifestyle practice into a growing team, and why his long-term ambition is to build a firm that can serve clients and their families for generations.

    We also talk about outsourcing, AI, using technology to remove friction, and why great financial planning should always focus on the client's journey rather than just the products and vehicles around it.

    🎙️ Recorded live at Verve Transformation 2026.

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    16 min
  • Podcast on Tour! Verve Transformation 2026 - Anna Butcher
    Oct 21 2026

    Next up on Podcast on Tour from Verve Transformation 2026, we're joined by Anna Butcher, Head of Operations at Finova Money.

    Anna talks about settling into a new role after 12 years with her previous firm, helping Finova Money grow its team, and why she thrives on building the processes and structure that sit behind a growing business.

    We also get into the launch of the Uniquely Wired Network, Anna's work around neurodiversity in financial services, and why creating more neuro-inclusive workplaces and client experiences could make a real difference across the profession.

    🎙️ Recorded live at Verve Transformation 2026.

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    19 min
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