Episode 64 - Stephen Jones on leadership, culture and building a true financial planning firm to scale

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.

We cover a number of topics such as how he pivoted to financial planning, invested in the future and now how they work with the accountancy practice. We also discuss how Cooper Parry grew so quickly and are still looking for 10x growth in the next 5 years. 

Stephen also shares his leadership style and how they have built a great culture within their team.

For those that are interested how to grow a significant financial planning firm without losing integrity, this is a perfect podcast.

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