Lee Waters Revisited - Barwells Wealth

Two Years of Growth, Leadership & Getting Out of the Way Lee Waters is back on The Financial Planning Club Podcast, two years after his first appearance. This time, we revisit the journey and look at what's changed inside Barwells Wealth, from leadership and delegation to operational efficiency, team culture and creating a business that isn't completely reliant on the owner. Lee shares practical lessons on removing yourself as the bottleneck, improving processes, creating more capacity and using technology with purpose. We also discuss the future of financial planning, the role of AI and why the human side of advice is only becoming more important. If you're an owner manager looking to build a better, more scalable advice business, there are plenty of useful takeaways in this one. Listen to the full episode of The Financial Planning Club Podcast.