The Practice of Progress
- Folgen
- 5
- Erscheint
- alle zwei Wochen
- Letzte Folge
- 2. Nov. 2026
Über den Podcast
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.
Folgen 5
It's Bigger Than Just Work (Episode Four)
How do you build a workplace culture that's about more than just getting the work done? In this episode of The Practice of Progress, Pete, Paul and Sharon talk about how and why we've built our culture at …
Shownotes
How do you build a workplace culture that's about more than just getting the work done?
In this episode of The Practice of Progress, Pete, Paul and Sharon talk about how and why we've built our culture at Jacksons. They discuss the role of leadership, shared values and a bigger mission, as well as what a positive culture means for the team and the clients we serve. They also reflect on how we keep that culture alive as the firm grows.
Soulful Growth: Maintaining Quality Alongside Growth (Episode Three)
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 …
Shownotes
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.
More Than Words On A Wall: Our Core Values (Episode Two)
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 …
Shownotes
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.The Story of Jacksons (Episode One)
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 …
Shownotes
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.Welcome to the Practice of Progress - The Jacksons Podcast
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 …
Shownotes
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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