EPISODE · May 1, 2026 · 41 MIN
Steve Jordan Part 1: No Clients? Just Go And Find Some
from The Plannex Podcast · host Plannex
Steve Jordan, co-founder of Five Wealth, shares the reality of starting out as a financial adviser with no clients and no safety net. From early career uncertainty to building relationships through networking and honesty. This episode explores how he developed a client bank from scratch and the mindset that helped lay the foundations for a £1.2bn firm.
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Steve Jordan Part 1: No Clients? Just Go And Find Some
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This episode was published on May 1, 2026.
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