In this episode of The Financial Planning Podcast, Lewis is joined by Susie Hill, a seasoned financial planner whose journey spans RAF service, direct sales, RDR reinvention, and today, a tech-savvy solo practice with a powerful niche.

Susie shares what it takes to build a business from scratch, not once, but multiple times, and why planning isn't just something she does for clients, but something that drives her own direction too.

From riding the Cresta Run at 65mph to becoming a champion for female clients and early adopter of AI tools like Nexus, Susie's story is one of independence, intentionality, and insight.

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