Nick Ryan - Pilot
Description
In this episode, Lewis is joined by Nick Ryan, IFA, business owner, and Co-Founder of Pilot, for a real-world conversation about tech, time, and the systems holding advice firms back.
Nick shares the journey behind building Pilot, a new all-in-one CRM designed by advisors, for advisors. But this isn’t just a tech story, it’s about what happens when you stop firefighting and start thinking like a business owner.
From scaling without over-hiring, to simplifying client journeys, Nick offers practical insight for any advice firm owner looking to reclaim their time and run a smoother, leaner business.
He also reflects on how running two businesses (and being a parent) forced him to get ruthless about focus, systems and mindset.
If you’ve ever felt buried in platforms, tasks or to-do lists, this one’s for you.
United States
