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 unbelievable journey from small-town beginnings to main a $30 billion RIA.
On this episode of the Centered on the Future podcast, Jon reveals how a client-centric, holistic strategy has propelled his agency to the forefront of the wealth administration trade.
Jon dives into:
- The “Private CFO” mannequin that seamlessly integrates life targets with monetary planning
- Redefining wealth administration to thrive by way of trade adjustments
- Utilizing strategic giving to complement shopper relationships and advisor satisfaction
- His imaginative and prescient for company duty by way of the Internet Constructive Consortium
- Natural progress methods that stability 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 strategy to wealth administration alongside Charles. Whereas many corporations targeted solely on managing shoppers’ funding accounts, Brighton Jones took a holistic strategy by overseeing shoppers’ total stability sheets. Monetary well-being and appearing as a Private CFO stay on the core of the agency’s companies. Nevertheless, Jon believes that really serving to shoppers dwell richer lives requires going past conventional monetary administration.
Standing on the intersection of life and wealth, Jon and his group acknowledge the significance of influencing shoppers’ emotional and social well-being. They have a good time life’s joys—marriages, new houses, births, and retirements—and supply steering throughout challenges like job loss, divorce, sickness, or loss. Jon values the chance to encourage shoppers to embrace the larger image, concentrate on their complete selves, and perceive that true happiness extends far past monetary success.
