<p>In this episode of the Plannex Podcast, Adam Carolan &amp; Rohan Sivajoti are joined by Jo and Alfie from Emery Little, a third-generation financial planning firm navigating leadership transition, strategic change, and the power of niche positioning.</p><p> </p><p>Jo, now CEO of the family-founded firm, shares the journey of stepping into leadership after her father, while Alfie reflects on his 18-year path from school leaver to key leader within the business. Together, they discuss the emotional and practical realities of succession, the importance of having a clear leader, and how coaching helped them navigate the transition.</p><p> </p><p>The conversation explores Emery Little’s transformation, from redefining their investment philosophy and fee structure to reshaping the team and doubling down on their niche advising BP employees and retirees.</p><p> </p><p>Jo and Alfie also reflect on lessons from a failed startup aimed at tech entrepreneurs, how the firm streamlined from 25 to 19 employees, and why culture - described internally as “joyful professional” - sits at the heart of their strategy.</p><p> </p><p>A candid conversation about leadership, niche strategy, culture, and evolving a family-founded financial planning firm for the next generation.</p>