Ep.118 - Two Decades of Progress: David Jones on Legacy, Leadership and the Future of the Profession
Description
David Jones, outgoing Vice President and head of the UK and Ireland advisor group at Dimensional, joins Abraham to reflect on over two decades of change within the financial planning profession. He discusses the shift from product-focused advice to a holistic planning model that centres on clients’ goals, values and long-term wellbeing.
David shares his views on the apparent plateau in the number of practising planners, why younger professionals are bringing new energy into the field, and how technology and AI may reshape both the work and expectations of planners. He also offers practical insights on what sets successful firms apart, from simplification to consistent implementation and clear communication.
As he looks ahead to his own next chapter, David speaks openly about legacy, leadership, purpose and the value of good planning in helping clients live fulfilled lives. This is a reflective and encouraging conversation for anyone interested in the future of the profession.
United States
