Soulful Growth: Maintaining Quality Alongside Growth (Episode Three)

#jacksons #thepracticeofprogress #financialplanning 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. Got a question or a topic you'd like us to cover? Get in touch at info@jacksons.life with the subject line "Podcast Question" Also, check out MeaningfulAcademy: 👉 MeaningfulAcademy - Financial Foundations: https://meaningfulacademy.com/financi... 👉 MeaningfulAcademy - Build Wealth: https://meaningfulacademy.com/buildwe... 👉 MeaningfulAcademy - Retirement Planning: https://meaningfulacademy.com/retirem... 🏷️ Use PROMO Code "YOUTUBE" to save on any of the courses. 🌟 Check out also our Meaningful Money YouTube channel:    / @meaningfulmoney   📚 Recommended Resources: Get your copy of Pete Matthew's latest book, The Meaningful Money Retirement Guide, packed with practical strategies to help you retire confidently: 📙 https://meaningfulmoney.tv/meaningful... 📙 The MeaningfulMoney Handbook: http://petesbook.com The MeaningfulMoney Community (Facebook): 👉 https://meaningfulmoney.tv/community 👉 Life Insurance with LifeSearch: https://meaningfulmoney.tv/lifesearch 👉 Farewill - Discount off your Will: https://meaningfulmoney.tv/resources/... CHAPTERS: 00:00 - INTRO 01:19 - Careful, Organic Growth 08:08 - Maintaining Client Care 16:03 - Maintaining Culture As We Grow 21:06 - How Our Growth Has Changed Jacksons 29:59 - OUTRO FOLLOW JACKSONS: ✔ Instagram:   / jacksonsdotlife   ✔ LinkedIn:   / jacksonsdotlife   ✔ Website: https://jacksons.life ⚠️ Risk Warnings and Disclaimers Capital at risk. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. The information in this video is believed to be correct at the time of its production, but such information is subject to change. E&OE. Jacksons Wealth Management is a trading style of Jackson (Life & Pensions) Limited, authorised and regulated by the Financial Conduct Authority. FRN: 121712 Copyright © Jackson (Life & Pensions) Limited 2026. All rights reserved. The authors assert their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the authors of this channel and any video published on it. ⚠️ IMPORTANT: Please be aware that Jacksons does NOT endorse or recommend ANY people or businesses claiming to be experts in crypto or other investments. We would never recommend you any investment strategies within the comments section. Please protect yourself against spam and misleading information from fake accounts and please do not share any private or sensitive information. 📫 Leave us a comment below. We read all of them and love hearing from you!