What does it take to construct a future-proof monetary advisory enterprise?
Veteran trade chief Suzanne Siracuse sits down with Jon Jones, CEO and co-founder of Brighton Jones, to discover his unimaginable journey from small-town beginnings to main a $30 billion RIA.
On this episode of the Targeted on the Future podcast, Jon reveals how a client-centric, holistic method has propelled his agency to the forefront of the wealth administration trade.
Jon dives into:
- The “Private CFO” mannequin that seamlessly integrates life objectives with monetary planning
- Redefining wealth administration to thrive by way of trade modifications
- Utilizing strategic giving to counterpoint consumer relationships and advisor satisfaction
- His imaginative and prescient for company duty by way of the Internet Optimistic Consortium
- Natural progress methods that steadiness tradition with accountability for long-term success
Join With Suzanne Siracuse:
Join With Jon Jones:
About Our Visitor:
Jon Jones, co-founder of Brighton Jones, helped pioneer the Private CFO method to wealth administration alongside Charles. Whereas many corporations targeted solely on managing purchasers’ funding accounts, Brighton Jones took a holistic method by overseeing purchasers’ complete steadiness sheets. Monetary well-being and appearing as a Private CFO stay on the core of the agency’s providers. Nonetheless, Jon believes that actually serving to purchasers stay richer lives requires going past conventional monetary administration.
Standing on the intersection of life and wealth, Jon and his workforce acknowledge the significance of influencing purchasers’ emotional and social well-being. They have fun life’s joys—marriages, new properties, births, and retirements—and supply steering throughout challenges like job loss, divorce, sickness, or loss. Jon values the chance to encourage purchasers to embrace the larger image, give attention to their entire selves, and perceive that true happiness extends far past monetary success.
