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
With more than two decades in financial services and 14 years running his own business, Tim has built a reputation for helping firms get the most out of their back-office systems, particularly Intelliflo. In this episode, he shares how Cicadian supports advice firms of all sizes with income reconciliation, configuration, valuations and beyond, all with a practical, personable and process-driven approach.
We talk about the challenges of scaling a niche service business, why good tech support is more than just training, and how small changes in process can deliver big time savings. If you’ve ever thought “we’re probably not using our system to its full potential” , this is the one to listen to.
A great insight into the operational side of advice firms and the people behind keeping things running smoothly.
We Connect, Collaborate, Empower business owners and professionals like you
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