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
Adviser 3.0: The Podcast