In this episode of The Financial Planning Podcast, Lewis sits down with Alex Crowther from Timeline, one of the fastest-growing DFMs in the UK and a valued collaborator of the Financial Planning Club.
Alex shares her journey from psychology student to financial adviser to joining the investment strategy team at Timeline, where she helps build and communicate their evidence-based investment approach.
From rebalancing nightmares and regulatory headaches to saving time and scaling smart, this episode breaks down how the right tech + investment strategy can help firms grow without the overwhelm.
Alex also lifts the lid on what makes the Timeline culture so unique, why the team is obsessed with solving real problems (not hypothetical ones), and why she always brings up bruises when talking about netball. Yes, really.
If you're thinking about your CIP, your tech stack, or how to work smarter, this one's for you.
