Kate Shaw, Chartered Financial Planner and founder of Financial Life Planning, joins Lewis for a candid conversation about growing a firm on your own terms. With over 27 years in the industry, Kate shares how she prioritised operations before hiring, built a culture of trust, and leaned into organic, referral-led growth.

From direct authorisation to managing burnout, this episode is full of sharp insights for owner-managers ready to scale with intention - not stress.

Expect real stories, practical takeaways, and a refreshing perspective on what growth actually looks like.

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