<p>In Part Two of our conversation with Jo and Alfie from Emery Little, we go deeper into the realities of leadership, personal growth, and building a modern financial planning firm.</p><p>Alfie shares his experience with imposter syndrome, explaining how self-doubt can still appear even for confident leaders, and why pushing through discomfort has been essential to his development. Jo reflects on her journey as a young female CEO in financial planning, the challenges that come with visibility in the industry, and the importance of representation.</p><p>The conversation also explores how Emery Little is evolving internally. From experimenting with a pod-style team structure to overhauling their technology stack with Microsoft 365 and AI tools like Copilot.</p><p>Jo and Alfie discuss leadership mistakes, communication challenges, and what they’ve learned from difficult decisions. They also share their ambitions for the firm’s future, including plans to scale toward £600m and eventually £1bn in assets, while maintaining a lean, high-performing team.</p><p>A candid conversation about leadership, vulnerability, technology, and building a values-driven financial planning business.</p>