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...
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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...
16. How Pure Financial Built a $9B Firm by Doing the Opposite
Growth Leaders of Wealth Management
57 minutes
2 months ago
16. How Pure Financial Built a $9B Firm by Doing the Opposite
Most advisory firms dream of moving upmarket. Pure Financial Advisors chose the opposite path. Since 2007, they’ve built a $9B firm serving the mass affluent, proving that you can grow with purpose while breaking every so-called industry rule. In this conversation, Joe Anderson, CEO and President, and Jason Carver, CFO and Managing Partner, share how Pure scaled through a model that separates advice from sales, invests roughly 24% of revenue into marketing, and delivers 20–30% organic growth ...
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...
