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.
