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Stephen Jones on leadership, culture and building a true financial planning firm to scale episode artwork

EPISODE · Apr 28, 2020 · 1H 1M

Stephen Jones on leadership, culture and building a true financial planning firm to scale

from The Plannex Podcast · host Plannex

In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.

What this episode covers

In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.

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Stephen Jones on leadership, culture and building a true financial planning firm to scale

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 1 hour and 1 minute long.

When was this The Plannex Podcast episode published?

This episode was published on April 28, 2020.

What is this episode about?

In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.

Can I download this The Plannex Podcast episode?

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