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
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 mission.
Tim shares the journey from starting RockWealth to building a national presence, the mindset shifts it took to scale without sacrificing quality, and why structure, delegation, and collaboration are key to success as a business owner.
A must-listen for financial planners, business owners, and future firm builders.
We Connect, Collaborate, Empower business owners and professionals like you
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