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