The Plannex Podcast

← The Plannex Podcast17 Jul · 50 min

Jon Doyle Part 1: Build It Your Way

Jon Doyle Part 1: Build It Your Way17 Jul50 min

<p>When Jon Doyle launched Juniper in 2018, he didn't set out to build the fastest-growing financial planning firm.</p><p>He set out to build the right business for his life.</p><p>Starting with £18 million of assets under management and around 40 client families, Jon shares the lessons from growing Juniper to more than £140 million while balancing family life, navigating difficult hiring decisions and building a business with intention.</p><p>In Part 1 we discuss:</p><p>• Why he turned down the opportunity to sell<br />• Starting Juniper with just one administrator<br />• The hiring mistake that slowed growth<br />• Why building around your lifestyle isn't a weakness<br />• Growing from £18m to £140m<br />• Developing advisers from outside financial services</p><p>A refreshingly honest conversation about building a financial planning business on your own terms.</p>