Jo and Alfie recently sat down with Adam Carolan and Rohan Sivajoti of the Plannex Podcast for a wide-ranging conversation about building and leading a financial planning firm.
They cover the realities of third-generation succession, the decision to close to new clients for several years while they got the business right, how Emery Little has evolved its team structure and technology, and what it actually takes to lead a firm with ambitions to grow. It’s an honest conversation and probably the most detailed account of how the firm has developed that Jo and Alfie have given publicly.
You can watch the full episode on YouTube below, or listen on Spotify (Part 1, Part 2) and Apple Podcasts (Part 1, Part 2).
