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 is joined by Chris Hindle and James Mackey, co-founders of Frazer James, for a candid and inspiring conversation about building a modern, values-led advice business.
From bad dinners and good ideas to clear vision and even clearer communication, Chris and James share how they built a 100% remote firm that’s now managing over £100m in assets. They talk openly about the reality of partnership, why defining roles early matters, and how tools like Traction helped them turn chaos into clarity.
They also discuss the small but powerful routines that keep their team connected, including a weekly motivational check-in that helps maintain focus, accountability, and morale across a fully remote business.
This episode is packed with insight for anyone growing a financial planning firm, from startup founders to seasoned business owners looking to scale sustainably.
If you believe great businesses start with great partnerships, this one’s for you.
We Connect, Collaborate, Empower business owners and professionals like you
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