Building an advice business through content
Pete Matthew, Jacksons Wealth Management
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About the podcast
Pete Matthew, CEO & Chartered Financial Planner, Jacksons Wealth Management
In this episode of Between Meetings, Matt Heine is joined by Jacksons Wealth Management CEO Pete Matthew. Pete is a UK-based chartered financial planner, podcaster and YouTuber, who has built a successful advice business by combining traditional planning with long-term content creation. Pete shares how his YouTube and podcast channels grew into a key source of qualified client demand, and why transparency and depth in content naturally filters for the right clients.
They also discuss structural challenges in the advice industry, including the ongoing advice gap, declining adviser numbers, and increasing reliance on technology and AI. Pete outlines his approach to client selection, scaling engagement through digital channels, and embedding a four-day working week without reducing performance; offering practical insights for advisers looking to evolve their model.
Explore more from Pete at Meaningful Money and Jacksons.
Summary
00:01:00 – Background and business evolution
Pete shares his journey into financial planning, building his firm, and adopting a four-day workweek model.
00:07:30 – The UK advice landscape and regulation
They discuss the long-term impact of RDR, declining adviser numbers and the ongoing advice gap.
00:15:00 – The rise of content-led advice businesses
Pete explains how creating YouTube and podcast content transformed his business and client acquisition.
00:20:30 – Filtering for the right clients
Deep, educational content naturally attracts more suitable clients and reduces low-value enquiries.
Listen to more Between Meetings podcasts
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole.
00:25:00 – Managing the advice gap and role of AI
Technology, social media and AI are filling gaps, but human advice remains critical for complex decisions.
00:30:00 – Scaling through digital engagement
They explore how national reach and virtual delivery models allow firms to grow without geographic limits.
00:35:00 – Running a four-day workweek
Pete outlines how his firm maintains productivity while improving wellbeing and retention.
00:40:00 – Advice for advisers starting content
Start with real client questions, stay consistent, and prioritise clear, valuable education over production quality
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