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In this episode, Lewis sits down with Amy Goodall-Smith, founder of Goodall-Smith Wealth Management, to explore what it really means to build a values-led financial planning firm.
Amy shares how she left a big national to create a more human, empathetic, and purpose-driven experience for clients, one where people always come before profit.
From aligning personal values with business strategy, to supporting clients through life's messiest transitions with grace and clarity, this conversation is a masterclass in intentional leadership.
Connect with Lewis Byford
Connect with Amy Goodall-Smith
Follow The Financial Planning Club
By Lewis ByfordIn this episode, Lewis sits down with Amy Goodall-Smith, founder of Goodall-Smith Wealth Management, to explore what it really means to build a values-led financial planning firm.
Amy shares how she left a big national to create a more human, empathetic, and purpose-driven experience for clients, one where people always come before profit.
From aligning personal values with business strategy, to supporting clients through life's messiest transitions with grace and clarity, this conversation is a masterclass in intentional leadership.
Connect with Lewis Byford
Connect with Amy Goodall-Smith
Follow The Financial Planning Club