Episode 34: Jason Mountjoy

Jason Mountjoy

Financial Planning Coach & Clarity Wealth Management

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

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

Guest profile

Clarity owner Jason Mountjoy has more than 20 years’ experience as an adviser in the corporate-commercial, financial and banking sector.

Jason spends much of his time advising people and is a member of the Kinder Institute, which provides training, workshops and consulting services for financial life planners.

Where to find Jason:

LinkedIn: Jason Mountjoy

Website: Clarity Wealth Management

---