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Steve Jordan Part 2: No Target, But Still Growth. episode artwork

EPISODE · May 15, 2026 · 39 MIN

Steve Jordan Part 2: No Target, But Still Growth.

from The Plannex Podcast · host Plannex

In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to build and grow a modern financial planning firm.

What this episode covers

In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to build and grow a modern financial planning firm.

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Steve Jordan Part 2: No Target, But Still Growth.

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 39 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on May 15, 2026.

What is this episode about?

In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A...

Can I download this The Plannex Podcast episode?

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