The Practice of Progress – Détails, épisodes et analyse

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The Practice of Progress

Jacksons Wealth Management

Business & Entrepreneuriat

Fréquence : 1 épisode/5j. Total Éps: 4

Welcome to The Practice of Progress, a podcast from Jacksons, a financial planning practice in Penzance, England, which was founded in 1974. We want to share how we think, how we work, and what's truly important in the world of financial planning. We reckon we're doing things a little differently, and we want to shout about it! This podcast will appeal to listeners of Meaningful Money and TRAP: The Real Adviser Podcast. It's for anyone in the financial planning professions, or aspiring to be, or anyone that wants to know more about the inner workings of a successful financial planning practice.

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Données mises à jour le 25/10/2026

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Soulful Growth: Maintaining Quality Alongside Growth (Episode Three)

Épisode 3

lundi 19 octobre 2026 • Durée 31:23

In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Demi talk openly talk about how we are ensuring we maintain our quality of service AND culture as we grow as a company.

We talk through how we have grown recently, with a doubled turnover and profit over the last five years and the creation of our paraplanning team. We share how we are maintaining client care through creating new systems and using our technology to it's full potential. We then cover how we are protecting our culture with team events, mental health support and more!

Whether you work in financial advice or are thinking about a career in the profession, this is an honest look at how one firm is working to protect its soul as it grows.

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The Story of Jacksons (Episode One)

Épisode 1

lundi 5 octobre 2026 • Durée 35:56

How does a financial planning firm with roots going back to 1923 keep moving forward? In this first episode of The Practice of Progress, the Jacksons podcast, Pete is joined by Paul and Sharon to tell the story of Jacksons, from a classic IFA firm in Penzance, Cornwall to a modern financial planning business. We talk about what we've kept from our history and what we've changed and why, including building a paraplanning team, rethinking every role, adopting a cohesive tech strategy and introducing a four-day working week. We also share our hopes for the future, from more hires and community work to our longer-term ambition of employee ownership.

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More Than Words On A Wall: Our Core Values (Episode Two)

Épisode 2

lundi 5 octobre 2026 • Durée 38:10

In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Tom talk openly about company culture and core values in financial planning, and why we see them as the foundation of everything we do rather than nice words on a wall. We explain how our four values, Simplicity, Perspective, Empowerment and Care, came about, and how our long-standing clients, our Cornwall roots and Meaningful Money have shaped who we are as a UK financial planning firm. We also share how those values show up in practice, from our four-day working week and flexible working to more client-centred processes and evolving roles across the team. Whether you work in financial advice or are thinking about a career in the profession, this is an honest look at how one firm is working to change the industry.

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Welcome to the Practice of Progress - The Jacksons Podcast

dimanche 4 octobre 2026 • Durée 15:51

Welcome to The Practice of Progress, the new podcast from Jacksons, a chartered, planning-led financial planning firm established 52 years ago. In this first episode, Kate, Pete and Sharon explain why we're launching another podcast and what you can expect: honest, problem-solving-out-loud conversations about how a UK financial planning firm really works, including the successes, the mistakes and the parts we haven't sorted yet. New episodes arrive every fortnight, with different members of the team taking the anchor's chair and possible sub-series along the way. Whether you're a financial planner, adviser or firm owner, or you're thinking about a career in financial planning, this is your look behind the curtain at Jacksons.

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The Practice of Progress – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu