In this episode of The Financial Planning Podcast, Lewis is joined by Pete Matthew, Chartered Financial Planner, author, and the creator of Meaningful Money, to explore what really separates great planners from good ones.
With a career spanning more than 25 years, Pete shares the values, systems, and mindset shifts that keep financial planners fulfilled for the long term and why it all comes back to knowing your client.
They dive into everything from process and positioning to podcasts and purpose, a wide-ranging, energising conversation.
One of the frameworks discussed in this episode is Traction by Gino Wickman, a must-read for any firm owner looking to gain clarity and scale with intention.
If you've ever wondered how to stay motivated and build a practice you're truly proud of, this one's for you.
