How does a financial planning firm with roots going back to 1923 keep moving forward?
In this first episode of The Practice of Progress, the Jacksons podcast, Pete is joined by Paul and Sharon to tell the story of Jacksons, from a classic IFA firm in Penzance, Cornwall to a modern financial planning business. We talk about what we've kept from our history and what we've changed and why, including building a paraplanning team, rethinking every role, adopting a cohesive tech strategy and introducing a four-day working week. We also share our hopes for the future, from more hires and community work to our longer-term ambition of employee ownership.
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Got a question or a topic you'd like us to cover? Get in touch at info@jacksons.life with the subject line "Podcast Question"