In this episode of the Financial Planning Podcast, Lewis sits down with Marina Herbert from Herbert & Webster for a refreshingly honest conversation about the role operations plays in building a strong financial planning business.

Marina shares her journey into the profession, how Herbert & Webster grew from the early days, and why they have been so deliberate about building the firm around values, process, client experience and the right external support.

They get into outsourcing, systems, operational leadership, business growth, and the reality of making strategic decisions when you do not always know the answer straight away.

A must-listen for owner managers who want to strengthen what is happening behind the scenes, not just what clients see at the front end.

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