Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time

Jeri Williams on Scaling a Business, Letting Go of Control, and Building a Life with More Freedom

In this episode of Financial Planner Life, Sam Oakes sits down with Jeri Williams, the powerhouse behind Smooth Accounting in the UK and now Smooth Dubai.

Jeri shares how she built a business that runs without her, the mindset shift that allowed her to finally let go of control, and why protecting her time is now non-negotiable.

We dive deep into:

✅ Why she expanded into Dubai - and how it’s transforming her business
✅ The reality of stress and anxiety as a business owner
✅ What it really means to delegate and build a self-sufficient team
✅ Her obsession with time, freedom, and being present for her kids
✅ How showing up consistently online has helped her grow a loyal client base
✅ The role of marketing in building trust, visibility, and long-term success
✅ Why community, not competition, is at the heart of her approach

This conversation is packed with practical insights for business owners, financial professionals, and anyone chasing more freedom without sacrificing success.

🔗 Learn more about Jeri: https://www.linkedin.com/in/jeriwilliams
📚 Join the waitlist for her new book on moving to Dubai
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. 

Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. 

Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. 

We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. 

The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm. 

 Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 years. 

He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing profession. 

Be sure to check out 

Financial Planner Life Academy - start your career today! 

https://financialplannerlife.com/academy/

• No. of episodes: 237
• Latest episode: 2025-06-19
• Business

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