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
Next up on Podcast on Tour from Verve Transformation 2026, we’re joined by Nathan McKerlie, Partnerships Manager at Albemarle Street Partners.
Nathan talks about how Albemarle supports independently minded financial advisers beyond investment management, from marketing and client communications to education and business growth, and why collaboration sits at the heart of its approach.
We also get into the next generation of investors, the intergenerational wealth transfer, and why advisers may need to rethink how they engage younger clients whose attitudes towards investing, technology and risk can look very different from previous generations.
🎙️ Recorded live at Verve Transformation 2026.
We Connect, Collaborate, Empower business owners and professionals like you
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