In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Demi talk openly talk about how we are ensuring we maintain our quality of service AND culture as we grow as a company.
We talk through how we have grown recently, with a doubled turnover and profit over the last five years and the creation of our paraplanning team. We share how we are maintaining client care through creating new systems and using our technology to it's full potential. We then cover how we are protecting our culture with team events, mental health support and more!
Whether you work in financial advice or are thinking about a career in the profession, this is an honest look at how one firm is working to protect its soul as it grows.
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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"