Jonathon Jay, recently appointed as the Director of UK Financial Planning at Hoxton Capital Management, shares his journey from Investec to entrepreneurship. He discusses Hoxton's ambitious growth strategies and the innovative Matrix CRM technology. The conversation highlights the evolving role of financial planners, integrating personal dreams into financial planning, and the importance of relationship-building. Jonathon also touches on creating an engaging office culture and the firm’s international expansion opportunities, emphasizing a proactive approach to client relationships.
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question_answer ANECDOTE
Value of Early Planning for Business Exits
Jonathon Jay shared his experience working with corporate finance, highlighting how financial planners add value when clients exit their businesses.
He emphasized early engagement with clients to map out lifestyle goals and manage emotional transitions post-exit.
insights INSIGHT
Lifestyle Focus in Financial Planning
Financial planning evolves from advice to lifestyle planning focused on clients' dreams and goals.
Deep listening and asking the right questions unlock meaningful client conversations beyond technical details.
volunteer_activism ADVICE
Prioritize Listening, Not Jargon
Financial planners should prioritize listening over overwhelming clients with technical jargon.
Use questions to encourage clients to reflect on their future aspirations and dreams.
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This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then!
This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning.
This is the first episode in the series I'm calling Hoxton Life! What it's really like working for an International Financial Planning Company.
Join us as we explore Hoxton Capital Management's ambitious expansion plans in the UK and globally. Jonathan shares insights into their innovative technology, the Matrix CRM system, and comprehensive training pathways for aspiring financial planners.
Discover how Hoxton combines cutting-edge tech with talented professionals to disrupt the UK market and attract top-tier advisors. Plus, hear about our media strategy, with internal podcasts and YouTube channels designed to elevate Hoxton's brand visibility and establish it as a leading international powerhouse.
Engage with us for a compelling discussion on the future of financial planning and the exciting journey ahead with Jonathon Jay driving the UK business forward.
Jonathon also shares his journey from Investec to his entrepreneurial venture working alongside corporate finance, ultimately leading to his exciting new role at Hoxton. We'll uncover the immense value financial planners offer to clients preparing for significant life changes, emphasising the importance of early engagement and understanding their financial and emotional needs.
Jonathon and I also dive into creating life-centric financial plans that prioritise client dreams and goals, such as early retirement or extensive travel, rather than focusing solely on monetary gains.
We discuss how building deep relationships and understanding client aspirations can make clients feel valued and secure in their plans. By balancing technical knowledge with personal connection, financial advisors can support broader, life-enriching strategies that lead to both client satisfaction and commercial success. Learn how this approach can transform the financial planning experience, making it more meaningful and fulfilling for clients.
We also look at the emotional challenges new millionaires face after exiting their businesses, and how can financial planners help mitigate post-exit depression.
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