Adviser 3.0: The Podcast

Ep 34 - Jason Mountjoy enlightens Abraham on why Clarity is capping their growth, the significance of company culture, the importance of tech and much more!

Listen Later

Abraham has a fantastic discussion with Jason Mountjoy, covering:

  • Jason’s journey becoming a financial planner and founding Clarity Wealth Management
  • What is the driving force behind Clarity and how to create the correct culture
  • How do advisers fit into the structure of the business
  • The revenue split and how that compares to other businesses
  • Growing the team from 10 to 50 advisers - what lessons have been learnt
  • How to develop “new blood” in the industry
  • The importance of technology to help work smarter and not harder
  • How to select the right investment proposition
  • Why scaling a financial planning business is so difficult
  • How to manage risk/compliance and capping the growth
  • What is the end game for Clarity Wealth Management
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Adviser 3.0: The PodcastBy Abraham Okusanya

    More shows like Adviser 3.0: The Podcast

    View all
    Wake Up To Money by BBC Radio 5 Live

    Wake Up To Money

    57 Listeners

    Money Clinic with Claer Barrett by Financial Times

    Money Clinic with Claer Barrett

    62 Listeners

    The Meaningful Money Personal Finance Podcast by Pete Matthew

    The Meaningful Money Personal Finance Podcast

    90 Listeners

    The Money To The Masses Podcast by Damien Fahy

    The Money To The Masses Podcast

    15 Listeners

    Investors' Chronicle by Investors' Chronicle

    Investors' Chronicle

    16 Listeners

    This is Money Podcast by This is Money

    This is Money Podcast

    43 Listeners

    NextGen Planners by NextGen Planners

    NextGen Planners

    4 Listeners

    AJ Bell Money & Markets by AJ Bell

    AJ Bell Money & Markets

    14 Listeners

    On The Money by interactive investor

    On The Money

    5 Listeners

    The High Performance Podcast by High Performance

    The High Performance Podcast

    639 Listeners

    Many Happy Returns by PensionCraft

    Many Happy Returns

    38 Listeners

    TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

    TRAP: The Real Adviser Podcast

    4 Listeners

    Merryn Talks Money by Bloomberg

    Merryn Talks Money

    49 Listeners

    Making Money by Most

    Making Money

    7 Listeners

    The Rest Is Money by Goalhanger

    The Rest Is Money

    313 Listeners