<p>In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to build and grow a modern financial planning firm. </p>

In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to build and grow a modern financial planning firm.

Steve Jordan Part 2: No Target, But Still Growth.

Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners.

We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff.

If you want practical insights on growing a modern advice business, this is for you.

Find out more about our Community by searching 'Plannex' on Google.

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Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners. We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff. If you want practical insights on growing a modern advice business, this is for you. Find out more about our Community by searching 'Plannex' on Google.

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Steve Jordan Part 2: No Target, But Still Growth.

Steve Jordan Part 2: No Target, But Still Growth.

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