
Jeff Jones
Owner and founder of Cypress Financial Planning, an independent RIA based out of New Jersey that oversees $275 million in assets under management for 380 client households
Top 5 podcasts with Jeff Jones
Ranked by the Snipd community

13 snips
Mar 21, 2024 • 1h 18min
CNLP 639 | Jeff Jones on Rebranding Christianity, What the Church Can Learn from Dominos Pizza, And How to Know What the Community Really Thinks About Your Church or Organization
Jeff Jones talks about rebranding Christianity and shares insights on calculating the net promoter score. They discuss what the church can learn from Dominos Pizza and the importance of community perception. The episode dives into reshaping the image of Christianity and maintaining authentic relationships beyond the church bubble.

8 snips
Apr 10, 2024 • 44min
Mastering Crisis is Everything: Jeff Jones of H&R Block, Uber, Target
Jeff Jones, seasoned executive, shares insights on crisis management at H&R Block, Uber, and Target. From Target data breach to leading H&R Block during economic downturn and pandemic, Jeff's journey showcases resilience, effective communication, and transparency in navigating crises. Highlights include his transition from ad guy to marketer, Target's transformation, and challenges in the transportation and financial sectors. Jeff emphasizes the importance of leadership qualities and transparency during crisis management.

Aug 29, 2023 • 1h 44min
Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See With Jeff Jones
Jeff Jones, owner and founder of Cypress Financial Planning, talks about creating custom financial planning spreadsheets in Excel, the decision not to partner with a FinTech company, valuing his firm with help from FP Transitions, and his aspirations for pro bono financial planning.

Feb 9, 2024 • 47min
Putin Showed Carlson Why He Invaded Ukraine
Bloomberg Opinion columnist analyzes Tucker Carlson's interview with Putin and shares thoughts on Israel-Hamas war. H&R Block CEO discusses earnings and tax season. Chief Market Strategist talks about the S&P hitting 5,000 milestone. Co-Founders of Heron Finance explain blockchain technology for private credit deals.

Nov 8, 2023 • 52min
Fed Needs to Forget About Inflation and Focus on Jobs
Jeff Jones, CEO of H&R Block, discusses earnings for the tax prep company and their take on Middle America. Angela Stent, Senior Fellow at Brookings Institution, shares her thoughts on how the Israel-Hamas war could impact the war between Russia and Ukraine. Bloomberg Businessweek Editor Joel Weber and Businessweek Features Writer Ashlee Vance provide the details of Ashlee's Businessweek Magazine cover story Elon Musk’s Brain Implant Startup Is About to Start Cutting.