Ep 109: Building an advice business through content - Pete Matthew, CEO & Chartered Financial Pla...

In this episode of Between Meetings, Matt Heine is joined by Jacksons Wealth Management (https://jacksons.life) CEO Pete Matthew. Pete is a UK-based chartered financial planner, podcaster and YouTuber, who has built a successful advice business by combining traditional planning with long-term content creation. Pete shares how his YouTube and podcast channels grew into a key source of qualified client demand, and why transparency and depth in content naturally filters for the right clients. They also discuss structural challenges in the advice industry, including the ongoing advice gap, declining adviser numbers, and increasing reliance on technology and AI. Pete outlines his approach to client selection, scaling engagement through digital channels, and embedding a four-day working week without reducing performance; offering practical insights for advisers looking to evolve their model. Explore more from Pete at Meaningful Money (https://meaningfulmoney.tv) and Jacksons (https://jacksons.life) .