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The Plannex Podcast

Steve Jordan Part 2: No Target, But Still Growth.

May 15 · 39 min · 38.1 MB
0:00-39:44

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In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to build and grow a modern financial planning firm.