Jo Wall FPFS
Login to view DISC.Jo is a Chartered Financial Planner and the founder of Joyful Wealth. Her mission is to make financial planning and coaching more accessible, focusing on financial wellbeing. People often describe her as technically excellent, a great communicator, and passionate about helping her clients.
Driven by a passion for helping people live richer lives, Jo focuses on building her clients financial confidence and helping them achieve their dreams. She is an advocate for improving soft skills and human-level communication within the financial services industry, actively supporting her peers and growing her team.
In 2024, Jo was named Adviser of the Year - North West at the Women in Financial Advice Awards.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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