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
This week on The Financial Planning Podcast, host Lewis Byford is joined by Sarah Steele, Operations Director at Yellowtail Financial Planning.
With 20+ years in financial services, Sarah shares her refreshingly honest view of what it really takes to build a high-performing team, deliver an outstanding client experience, and lead a values-driven firm.
In this conversation, she opens up about her journey from private banking at Coots to operations leadership in Devon, including how she re-entered the workforce after five years at home, the shift from culture activities to a culture of consistency, and what she’s learned from reshaping the Yellowtail team for growth.
From DIY to leadership, tech overwhelm to team kindness, this episode is packed with practical takeaways for owner-managers serious about building a better business.
🎧 A must-listen for anyone navigating change, culture, or team growth in a modern advice firm.
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