Harry Thiel joins Lewis Byford on The Financial Planning Podcast to share the reality of building Wealthwave Financial from the ground up.
From buying a client bank and moving into a new office, to balancing family life, long hours and the pressure of growing a business, Harry opens up about the highs and challenges of becoming an owner-manager in financial planning.
Lewis and Harry discuss delegation, imposter syndrome, succession opportunities, work-life balance, building a modern advice business and why community matters when you're trying to grow something meaningful.
If you're a financial planner, adviser or business owner trying to build a firm that works for both your clients and your family, this episode will resonate.