Ep 34 - Jason Mountjoy enlightens Abraham on why Clarity is capping their growth, the significance of company culture, the importance of tech and much more!

Abraham has a fantastic discussion with Jason Mountjoy, covering: Jason’s journey becoming a financial planner and founding Clarity Wealth Management What is the driving force behind Clarity and how to create the correct culture How do advisers fit into the structure of the business The revenue split and how that compares to other businesses Growing the team from 10 to 50 advisers - what lessons have been learnt How to develop “new blood” in the industry The importance of technology to help work smarter and not harder How to select the right investment proposition Why scaling a financial planning business is so difficult How to manage risk/compliance and capping the growth What is the end game for Clarity Wealth Management