It’s only right that we sit down with 2 of the co-founders of The Financial Planning Club, Lee Old and Amanda Ford. They share why the Club exists, how it’s helping owner-managed advice firms grow with clarity and purpose, and why collaboration sits at the heart of everything they do. From ducks to data, mentors to Macarena mishaps, this one pulls the curtain back on the community, the mission, and the people behind the podcast.

If you’ve ever wondered what The Financial Planning Club is really about, this is the one to listen to.

Connect with Lee Old

Connect with Amanda Ford