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!‬ Adviser 3.0: The Podcast

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