When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...
All content for Growth Leaders of Wealth Management is the property of Meg Carpenter and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...
14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM
Growth Leaders of Wealth Management
52 minutes
4 months ago
14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM
15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki. In this episode, the founders and Hatem Dhiab, Managing Partner and key team member from the beginning, share some of the challenges they faced, like using social media when the rules weren’t clear for financial companies, and the inflection point that helped them grow: COVID. That huge gamble that start...
Growth Leaders of Wealth Management
When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...
