The Financial Planning Podcast

Podcast on Tour! Verve Evolution 2025 - Laurie Jacques


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From pulling pints in a Working Men's Club to leading distribution at one of the fastest-growing platforms in financial services, Laurie Jacques' journey is packed with grit, perspective, and hard-earned lessons. In this episode, Laurie shares how he got his start, the leadership principles that have shaped his career, and why visibility and communication matter most especially when things go wrong.

We talk about scaling Fundment from a team of 8 to over 60, the role of influencers in early growth, and how tech can and should replace complexity, not just digitise it. Laurie also shares sharp advice for both new and established advice firms: be honest, enjoy what you do, and stop settling for legacy systems just because they're familiar.

A refreshingly grounded take on leadership, culture, and the future of platforms.

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The Financial Planning PodcastBy Lewis Byford