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When Jon Doyle launched Juniper in 2018, he didn't set out to build the fastest-growing financial planning firm.
He set out to build the right business for his life.
Starting with £18 million of assets under management and around 40 client families, Jon shares the lessons from growing Juniper to more than £140 million while balancing family life, navigating difficult hiring decisions and building a business with intention.
In Part 1 we discuss:
• Why he turned down the opportunity to sell
• Starting Juniper with just one administrator
• The hiring mistake that slowed growth
• Why building around your lifestyle isn't a weakness
• Growing from £18m to £140m
• Developing advisers from outside financial services
A refreshingly honest conversation about building a financial planning business on your own terms.
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