The Financial Planning Podcast

Podcast on Tour! Verve Evolution 2025 - Chris Miles


Listen Later

In this Podcast on Tour episode, we sit down with Chris Miles from SM Advice, a marketing and operational support firm built exclusively for financial advisers. Chris shares how their innovative use of BSL content and social scheduling is helping advice firms stay visible, inclusive, and connected to their audience, without burning out.

From mindset shifts and letting go of control to building a business that doesn't run you, this is a brilliant chat about scalable marketing, smart delegation and unlocking more time to focus on the bits you actually enjoy.

A must-listen for any advice firm owner who knows they should be doing more on social, but doesn't know where to start.

Connect with Lewis Byford

Connect with Chris Miles

...more
View all episodesView all episodes
Download on the App Store

The Financial Planning PodcastBy Lewis Byford