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!

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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
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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