PODCAST · business
The Practice of Progress
by Jacksons Wealth Management
Welcome to The Practice of Progress, a podcast from Jacksons, a financial planning practice in Penzance, England, which was founded in 1974.We want to share how we think, how we work, and what's truly important in the world of financial planning. We reckon we're doing things a little differently, and we want to shout about it!This podcast will appeal to listeners of Meaningful Money and TRAP: The Real Adviser Podcast. It's for anyone in the financial planning professions, or aspiring to be, or anyone that wants to know more about the inner workings of a successful financial planning practice.
Episodes
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Soulful Growth: Maintaining Quality Alongside Growth (Episode Three)
In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Demi talk openly talk about how we are ensuring we maintain our quality of service AND culture as we grow as a company. We talk through how we have grown recently, with a doubled turnover and profit over the last...
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The Story of Jacksons (Episode One)
How does a financial planning firm with roots going back to 1923 keep moving forward? In this first episode of The Practice of Progress, the Jacksons podcast, Pete is joined by Paul and Sharon to tell the story of Jacksons, from a classic IFA firm in Penzance, Cornwall to a modern financial...
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More Than Words On A Wall: Our Core Values (Episode Two)
In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Tom talk openly about company culture and core values in financial planning, and why we see them as the foundation of everything we do rather than nice words on a wall. We explain how our four values, Simplicity,...
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Welcome to the Practice of Progress - The Jacksons Podcast
Welcome to The Practice of Progress, the new podcast from Jacksons, a chartered, planning-led financial planning firm established 52 years ago. In this first episode, Kate, Pete and Sharon explain why we're launching another podcast and what you can expect: honest, problem-solving-out-loud...
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ABOUT THIS SHOW
Welcome to The Practice of Progress, a podcast from Jacksons, a financial planning practice in Penzance, England, which was founded in 1974.We want to share how we think, how we work, and what's truly important in the world of financial planning. We reckon we're doing things a little differently, and we want to shout about it!This podcast will appeal to listeners of Meaningful Money and TRAP: The Real Adviser Podcast. It's for anyone in the financial planning professions, or aspiring to be, or anyone that wants to know more about the inner workings of a successful financial planning practice.
HOSTED BY
Jacksons Wealth Management
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