Podcasts Business NextGen Planners Stephen Jones on leadership, culture and building a true financial planning firm to scale

Stephen Jones on leadership, culture and building a true financial planning firm to scale

Published: April 28, 2020, 11:35 a.m.

b'In this episode, Stephen CEO of\\xa0Cooper Parry Wealth\\xa0shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over \\xa3500m AUM.'