In this episode, Lewis sits down with Frazer Cronin, Head of Operations at First Wealth, to explore what it really takes to build a modern financial planning firm from the inside out.

Frazer shares his journey from career-changer to Head of Operations in under six years and how curiosity, skill development, and strong culture shaped that path.

They discuss scaling without losing client focus, embedding technology intelligently, attracting new talent into the profession, and why great financial planning businesses are built on systems, not just advisers.

A powerful episode for firm owners, operations leaders, and anyone looking to future-proof their financial planning business.

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