Jeri Williams on Scaling a Business, Letting Go of Control, and Building a Life with More Freedom

In this episode of Financial Planner Life, Sam Oakes sits down with Jeri Williams, the powerhouse behind Smooth Accounting in the UK and now Smooth Dubai.

Jeri shares how she built a business that runs without her, the mindset shift that allowed her to finally let go of control, and why protecting her time is now non-negotiable.

We dive deep into:

✅ Why she expanded into Dubai - and how it’s transforming her business
✅ The reality of stress and anxiety as a business owner
✅ What it really means to delegate and build a self-sufficient team
✅ Her obsession with time, freedom, and being present for her kids
✅ How showing up consistently online has helped her grow a loyal client base
✅ The role of marketing in building trust, visibility, and long-term success
✅ Why community, not competition, is at the heart of her approach

This conversation is packed with practical insights for business owners, financial professionals, and anyone chasing more freedom without sacrificing success.

🔗 Learn more about Jeri: https://www.linkedin.com/in/jeriwilliams
📚 Join the waitlist for her new book on moving to Dubai
🎧 Subscribe for more career stories and insights from Financial Planner Life

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Want to appear on the Financial Planner Life podcast? Drop Sam a message.