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.

Episode metadata supplied by the publisher feed · Published Apr 28, 2020

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

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