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

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Manage episode 489619744 series 2901742
Content provided by Sam Oakes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Oakes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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
🎧 Subscribe for more career stories and insights from Financial Planner Life

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

  continue reading

Chapters

1. Meeting Jerry Williams in Dubai (00:00:00)

2. Why Dubai? Safety and Lifestyle (00:03:54)

3. Managing Business Owner Stress (00:08:27)

4. Protecting Your Time Through Delegation (00:12:30)

5. Family Motivation and Money Mindset (00:16:17)

6. Marketing Strategy and Collaboration (00:20:15)

7. SEO Investment and Future Book Launch (00:26:11)

237 episodes

Artwork
iconShare
 
Manage episode 489619744 series 2901742
Content provided by Sam Oakes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Oakes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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
🎧 Subscribe for more career stories and insights from Financial Planner Life

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

  continue reading

Chapters

1. Meeting Jerry Williams in Dubai (00:00:00)

2. Why Dubai? Safety and Lifestyle (00:03:54)

3. Managing Business Owner Stress (00:08:27)

4. Protecting Your Time Through Delegation (00:12:30)

5. Family Motivation and Money Mindset (00:16:17)

6. Marketing Strategy and Collaboration (00:20:15)

7. SEO Investment and Future Book Launch (00:26:11)

237 episodes

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