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