This week on The Financial Planning Podcast, host Lewis Byford is joined by Sarah Steele, Operations Director at Yellowtail Financial Planning.

With 20+ years in financial services, Sarah shares her refreshingly honest view of what it really takes to build a high-performing team, deliver an outstanding client experience, and lead a values-driven firm.

In this conversation, she opens up about her journey from private banking at Coots to operations leadership in Devon, including how she re-entered the workforce after five years at home, the shift from culture activities to a culture of consistency, and what she’s learned from reshaping the Yellowtail team for growth.

From DIY to leadership, tech overwhelm to team kindness, this episode is packed with practical takeaways for owner-managers serious about building a better business.

🎧 A must-listen for anyone navigating change, culture, or team growth in a modern advice firm.

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